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Hershey Financial Advisers’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Hershey Financial Advisers’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,915
Closed -$1.17M – 101
2025
Q4 		$1.17M Buy
+5,915
New +$1.16M 0.99% 43
2024
Q2 		$3.42K Buy
+20
New +$3.28K ﹤0.01% 126

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hershey Financial Advisers's QUAL Position: Q1 2026 in Review

Hershey Financial Advisers sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 5,915 shares — an estimated $1.17M sold.

Hershey Financial Advisers first reported a position in QUAL in Q2 2024 and held it in 2 quarters. The position peaked at $1.17M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Hershey Financial Advisers reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 5,915 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $1.17M.
  • Hershey Financial Advisers first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and held it in 2 quarters.
  • Hershey Financial Advisers's iShares MSCI USA Quality Factor ETF position peaked at $1.17M in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.