HFRG
QUAL icon

Houlihan Financial Resource Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Houlihan Financial Resource Group’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 		$2.91M Buy
15,184
+587
+4% +$118K 1.14% 31
2025
Q4 		$2.92M Buy
14,597
+9,209
+171% +$1.81M 1.11% 32
2025
Q3 		$1.05M Sell
5,388
-6,147
-53% -$1.15M 0.92% 37
2025
Q2 		$2.12M Buy
+11,535
New +$1.99M 0.88% 33

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $202B AUM 37.79% 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

Houlihan Financial Resource Group's QUAL Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4% in Q1 2026, buying an estimated $118K and bringing the position to 15,184 shares worth $2.91M. The position accounts for 1.14% of the portfolio, ranked #31.

Houlihan Financial Resource Group first reported a position in QUAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.92M in Q4 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Houlihan Financial Resource Group held 15,184 shares of iShares MSCI USA Quality Factor ETF worth $2.91M as of Q1 2026.
  • Houlihan Financial Resource Group bought 587 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $118K.
  • iShares MSCI USA Quality Factor ETF made up 1.14% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #31 holding.
  • Houlihan Financial Resource Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Houlihan Financial Resource Group's iShares MSCI USA Quality Factor ETF position peaked at $2.92M in Q4 2025.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.