IAG Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

IAG Wealth 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	$9K	Sell	41 -10	-20%	-$2.1K	﹤0.01%	385
2026 Q1	$9.78K	Hold	51	–	–	﹤0.01%	385
2025 Q4	$10.1K	Sell	51 -175	-77%	-$34.4K	﹤0.01%	357
2025 Q3	$44K	Sell	226 -122	-35%	-$22.9K	0.01%	224
2025 Q2	$63.6K	Sell	348 -275	-44%	-$47.5K	0.01%	188
2025 Q1	$106K	Hold	623	–	–	0.02%	136
2024 Q4	$111K	Sell	623 -14	-2%	-$2.54K	0.02%	127
2024 Q3	$114K	Hold	637	–	–	0.02%	120
2024 Q2	$109K	Hold	637	–	–	0.02%	115
2024 Q1	$105K	Buy	637 +122	+24%	+$19.1K	0.02%	117
2023 Q4	$75.8K	Hold	515	–	–	0.02%	125
2023 Q3	$67.9K	Hold	515	–	–	0.02%	126
2023 Q2	$69.5K	Buy	+515	New	+$65.5K	0.02%	136
2021 Q2	–	Sell	-316	Closed	-$39K	–	386
2021 Q1	$39K	Hold	316	–	–	0.01%	131
2020 Q4	$37K	Hold	316	–	–	0.02%	125
2020 Q3	$33K	Hold	316	–	–	0.02%	126
2020 Q2	$31K	Hold	316	–	–	0.02%	129
2020 Q1	$26K	Hold	316	–	–	0.02%	132
2019 Q4	$32K	Buy	+316	New	+$30.4K	0.02%	141

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 22.96% 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

IAG Wealth Partners's QUAL Position: Q2 2026 in Review

IAG Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 20% in Q2 2026, selling an estimated $2.1K and leaving 41 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

IAG Wealth Partners first reported a position in QUAL in Q4 2019 and has held it in 19 quarters since. The position peaked at $114K in Q3 2024. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

IAG Wealth Partners held 41 shares of iShares MSCI USA Quality Factor ETF worth $9K as of Q2 2026.
IAG Wealth Partners sold 10 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2.1K.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #385 holding.
IAG Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 19 quarters since.
IAG Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $114K in Q3 2024.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.