HSBC Holdings
QUAL icon

HSBC Holdings’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

HSBC Holdings’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 		$7.42M Buy
38,665
+1,287
+3% +$258K ﹤0.01% 1016
2025
Q4 		$7.42M Buy
37,378
+2,778
+8% +$546K ﹤0.01% 1058
2025
Q3 		$6.73M Sell
34,600
-23,610
-41% -$4.43M ﹤0.01% 1074
2025
Q2 		$10.6M Sell
58,210
-8,726
-13% -$1.51M 0.01% 892
2025
Q1 		$11.4M Sell
66,936
-14,385
-18% -$2.58M 0.01% 857
2024
Q4 		$14.5M Sell
81,321
-455
-0.6% -$82.6K 0.01% 813
2024
Q3 		$14.7M Sell
81,776
-20,978
-20% -$3.64M 0.01% 820
2024
Q2 		$17.5M Buy
102,754
+11,671
+13% +$1.92M 0.01% 714
2024
Q1 		$15M Sell
91,083
-2,905
-3% -$454K 0.01% 769
2023
Q4 		$13.8M Buy
93,988
+50,383
+116% +$6.97M 0.01% 778
2023
Q3 		$5.75M Sell
43,605
-1,099
-2% -$150K 0.01% 1034
2023
Q2 		$6.03M Sell
44,704
-2,097
-4% -$267K 0.01% 987
2023
Q1 		$5.81M Buy
46,801
+78
+0.2% +$9.36K 0.01% 1053
2022
Q4 		$5.32M Sell
46,723
-112,158
-71% -$12.7M 0.01% 1219
2022
Q3 		$16.5M Buy
158,881
+748
+0.5% +$87.5K 0.03% 616
2022
Q2 		$17.5M Sell
158,133
-1,281
-0.8% -$156K 0.02% 622
2022
Q1 		$21.5M Buy
159,414
+2,892
+2% +$384K 0.03% 576
2021
Q4 		$22.8M Buy
+156,522
New +$22.1M 0.02% 629

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 $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

HSBC Holdings's QUAL Position: Q1 2026 in Review

HSBC Holdings increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.4% in Q1 2026, buying an estimated $258K and bringing the position to 38,665 shares worth $7.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

HSBC Holdings first reported a position in QUAL in Q4 2021 and has held it in 18 quarters since. The position peaked at $22.8M in Q4 2021. 1,642 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • HSBC Holdings held 38,665 shares of iShares MSCI USA Quality Factor ETF worth $7.42M as of Q1 2026.
  • HSBC Holdings bought 1,287 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $258K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1016 holding.
  • HSBC Holdings first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • HSBC Holdings's iShares MSCI USA Quality Factor ETF position peaked at $22.8M in Q4 2021.
  • 1,642 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.