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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hobbs Group Advisors's QUAL Position: Q1 2026 in Review

Hobbs Group Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.7% in Q1 2026, selling an estimated $21.6K and leaving 6,260 shares worth $1.2M. 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 9 quarters since. The position peaked at $8.31M in Q3 2024. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Hobbs Group Advisors held 6,260 shares of iShares MSCI USA Quality Factor ETF worth $1.2M as of Q1 2026.
Hobbs Group Advisors sold 108 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $21.6K.
iShares MSCI USA Quality Factor ETF made up 0.36% of Hobbs Group Advisors's portfolio in Q1 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 9 quarters since.
Hobbs Group Advisors's iShares MSCI USA Quality Factor ETF position peaked at $8.31M in Q3 2024.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.