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Hobbs Group Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Hobbs Group Advisors’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
Q2 		$1.37M Buy
6,261
+1
+0% +$210 0.36% 51
2026
Q1 		$1.2M Sell
6,260
-108
-2% -$21.6K 0.36% 51
2025
Q4 		$1.26M Sell
6,368
-209
-3% -$41.1K 0.38% 50
2025
Q3 		$1.28M Sell
6,577
-3,696
-36% -$693K 0.4% 48
2025
Q2 		$1.88M Sell
10,273
-2,855
-22% -$493K 0.64% 33
2025
Q1 		$2.24M Sell
13,128
-3,418
-21% -$612K 0.85% 22
2024
Q4 		$2.95M Sell
16,546
-29,813
-64% -$5.42M 1.11% 19
2024
Q3 		$8.31M Buy
46,359
+8,632
+23% +$1.5M 2.98% 8
2024
Q2 		$6.44M Buy
+37,727
New +$6.19M 2.45% 9
2023
Q4 		$75.9K Buy
+516
New +$71.4K 0.03% 180

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hobbs Group Advisors's QUAL Position: Q2 2026 in Review

Hobbs Group Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.02% in Q2 2026, buying an estimated $210 and bringing the position to 6,261 shares worth $1.37M. The position accounts for 0.36% of the portfolio, ranked #51.

Hobbs Group Advisors first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.31M in Q3 2024. 1,647 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Hobbs Group Advisors held 6,261 shares of iShares MSCI USA Quality Factor ETF worth $1.37M as of Q2 2026.
  • Hobbs Group Advisors bought 1 iShares MSCI USA Quality Factor ETF share in Q2 2026, an estimated $210.
  • iShares MSCI USA Quality Factor ETF made up 0.36% of Hobbs Group Advisors's portfolio in Q2 2026, its #51 holding.
  • Hobbs Group Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Hobbs Group Advisors's iShares MSCI USA Quality Factor ETF position peaked at $8.31M in Q3 2024.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.