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HUB Investment Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

HUB Investment Partners’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 		$20.6M Buy
93,668
+7,911
+9% +$1.66M 0.37% 51
2026
Q1 		$16.4M Buy
85,757
+5,982
+7% +$1.2M 0.39% 49
2025
Q4 		$15.8M Sell
79,775
-476
-0.6% -$93.5K 0.41% 48
2025
Q3 		$15.6M Buy
80,251
+3,061
+4% +$574K 0.52% 39
2025
Q2 		$14.1M Buy
77,190
+2,700
+4% +$466K 0.47% 49
2025
Q1 		$12.7M Buy
74,490
+295
+0.4% +$52.8K 0.51% 52
2024
Q4 		$13.2M Sell
74,195
-7,252
-9% -$1.32M 0.55% 48
2024
Q3 		$14.6M Buy
81,447
+4,138
+5% +$718K 0.64% 43
2024
Q2 		$13.2M Buy
77,309
+4,723
+7% +$776K 0.5% 44
2024
Q1 		$11.9M Buy
72,586
+1,380
+2% +$216K 0.65% 41
2023
Q4 		$10.5M Buy
71,206
+2,144
+3% +$297K 0.71% 37
2023
Q3 		$9.1M Buy
69,062
+2,434
+4% +$332K 1.37% 15
2023
Q2 		$8.99M Buy
66,628
+5,058
+8% +$643K 1.49% 11
2023
Q1 		$7.64M Buy
61,570
+1,599
+3% +$192K 1.58% 10
2022
Q4 		$6.83M Buy
59,971
+2,292
+4% +$260K 1.49% 15
2022
Q3 		$6M Buy
57,679
+3,788
+7% +$443K 1.81% 9
2022
Q2 		$6.02M Sell
53,891
-472
-0.9% -$57.6K 1.88% 7
2022
Q1 		$7.32M Buy
54,363
+1,106
+2% +$147K 1.72% 12
2021
Q4 		$7.75M Sell
53,257
-64
-0.1% -$9.04K 1.8% 8
2021
Q3 		$7.02M Buy
53,321
+6,372
+14% +$876K 1.67% 8
2021
Q2 		$6.24M Buy
46,949
+4,809
+11% +$616K 1.67% 7
2021
Q1 		$5.13M Sell
42,140
-59,772
-59% -$7.06M 1.51% 10
2020
Q4 		$10.6M Buy
+101,912
New +$11.2M 4.81% 2

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

HUB Investment Partners's QUAL Position: Q2 2026 in Review

HUB Investment Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.2% in Q2 2026, buying an estimated $1.66M and bringing the position to 93,668 shares worth $20.6M. The position accounts for 0.37% of the portfolio, ranked #51.

HUB Investment Partners first reported a position in QUAL in Q4 2020 and has held it in 23 quarters since. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • HUB Investment Partners held 93,668 shares of iShares MSCI USA Quality Factor ETF worth $20.6M as of Q2 2026.
  • HUB Investment Partners bought 7,911 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.66M.
  • iShares MSCI USA Quality Factor ETF made up 0.37% of HUB Investment Partners's portfolio in Q2 2026, its #51 holding.
  • HUB Investment Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.