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 Q2	$3.58M	Buy	16,329 +1,145	+8%	+$240K	1.28%	29
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Houlihan Financial Resource Group's QUAL Position: Q2 2026 in Review

Houlihan Financial Resource Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 7.5% in Q2 2026, buying an estimated $240K and bringing the position to 16,329 shares worth $3.58M. The position accounts for 1.28% of the portfolio, ranked #29.

Houlihan Financial Resource Group first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Houlihan Financial Resource Group held 16,329 shares of iShares MSCI USA Quality Factor ETF worth $3.58M as of Q2 2026.
Houlihan Financial Resource Group bought 1,145 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $240K.
iShares MSCI USA Quality Factor ETF made up 1.28% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #29 holding.
Houlihan Financial Resource Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.