IA
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IFG Advisory’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

IFG 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
Q1 		– Sell
-72,840
Closed -$14.5M – 747
2025
Q4 		$14.5M Buy
72,840
+5,122
+8% +$1.01M 0.63% 27
2025
Q3 		$13.2M Sell
67,718
-20,411
-23% -$3.83M 0.6% 30
2025
Q2 		$16.1M Buy
88,129
+827
+0.9% +$143K 0.81% 18
2025
Q1 		$14.9M Buy
87,302
+11,607
+15% +$2.08M 0.83% 20
2024
Q4 		$13.5M Buy
75,695
+19,401
+34% +$3.52M 0.76% 21
2024
Q3 		$10.1M Buy
56,294
+16,105
+40% +$2.79M 0.64% 33
2024
Q2 		$6.86M Buy
40,189
+8,999
+29% +$1.48M 0.44% 47
2024
Q1 		$5.13M Buy
31,190
+6,518
+26% +$1.02M 0.38% 74
2023
Q4 		$3.63M Buy
24,672
+2,855
+13% +$395K 0.27% 105
2023
Q3 		$2.88M Buy
21,817
+10,867
+99% +$1.48M 0.24% 112
2023
Q2 		$1.48M Buy
10,950
+7,192
+191% +$915K 0.13% 192
2023
Q1 		$466K Sell
3,758
-134
-3% -$16.1K 0.04% 333
2022
Q4 		$443K Sell
3,892
-26
-0.7% -$2.95K 0.04% 330
2022
Q3 		$407K Buy
3,918
+236
+6% +$27.6K 0.04% 355
2022
Q2 		$411K Sell
3,682
-397
-10% -$48.4K 0.04% 318
2022
Q1 		$549K Sell
4,079
-22
-0.5% -$2.92K 0.06% 294
2021
Q4 		$596K Buy
4,101
+60
+1% +$8.48K 0.06% 269
2021
Q3 		$532K Buy
4,041
+694
+21% +$95.4K 0.06% 279
2021
Q2 		$444K Sell
3,347
-639
-16% -$81.9K 0.05% 315
2021
Q1 		$485K Sell
3,986
-1,674
-30% -$198K 0.06% 302
2020
Q4 		$657K Sell
5,660
-750
-12% -$82.6K 0.09% 224
2020
Q3 		$665K Buy
6,410
+252
+4% +$25.8K 0.11% 201
2020
Q2 		$590K Sell
6,158
-1,765
-22% -$162K 0.11% 205
2020
Q1 		$642K Buy
7,923
+1,825
+30% +$174K 0.14% 168
2019
Q4 		$615K Buy
6,098
+829
+16% +$79.8K 0.11% 205
2019
Q3 		$486K Buy
+5,269
New +$485K 0.09% 237

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 $374B AUM 17.66% 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

IFG Advisory's QUAL Position: Q1 2026 in Review

IFG Advisory sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 72,840 shares — an estimated $14.5M sold.

IFG Advisory first reported a position in QUAL in Q3 2019 and held it in 26 quarters. The position peaked at $16.1M in Q2 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • IFG Advisory reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 72,840 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $14.5M.
  • IFG Advisory first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and held it in 26 quarters.
  • IFG Advisory's iShares MSCI USA Quality Factor ETF position peaked at $16.1M in Q2 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.