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Hudson Oak Wealth Advisory’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Hudson Oak Wealth Advisory’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 		$5.1M Sell
23,235
-294
-1% -$61.7K 3.93% 5
2026
Q1 		$4.51M Buy
23,529
+414
+2% +$83K 3.92% 5
2025
Q4 		$4.59M Buy
+23,115
New +$4.54M 4.05% 5

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

Hudson Oak Wealth Advisory's QUAL Position: Q2 2026 in Review

Hudson Oak Wealth Advisory reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.2% in Q2 2026, selling an estimated $61.7K and leaving 23,235 shares worth $5.1M. The position accounts for 3.93% of the portfolio, ranked #5.

Hudson Oak Wealth Advisory first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Hudson Oak Wealth Advisory held 23,235 shares of iShares MSCI USA Quality Factor ETF worth $5.1M as of Q2 2026.
  • Hudson Oak Wealth Advisory sold 294 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $61.7K.
  • iShares MSCI USA Quality Factor ETF made up 3.93% of Hudson Oak Wealth Advisory's portfolio in Q2 2026, its #5 holding.
  • Hudson Oak Wealth Advisory first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Hudson Oak Wealth Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.