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IHT Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

IHT Wealth Management’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 		$26M Sell
118,519
-89,241
-43% -$18.7M 0.55% 32
2026
Q1 		$39.9M Sell
207,760
-10,768
-5% -$2.16M 0.93% 17
2025
Q4 		$43.4M Buy
218,528
+5,711
+3% +$1.12M 1.05% 15
2025
Q3 		$41.4M Sell
212,817
-39,151
-16% -$7.35M 1.05% 15
2025
Q2 		$46.1M Buy
251,968
+41,543
+20% +$7.17M 1.27% 13
2025
Q1 		$36M Sell
210,425
-5,228
-2% -$936K 1.12% 14
2024
Q4 		$38.4M Buy
215,653
+7,995
+4% +$1.45M 1.24% 13
2024
Q3 		$37.2M Buy
207,658
+44,790
+28% +$7.77M 1.06% 15
2024
Q2 		$27.8M Buy
162,868
+73,188
+82% +$12M 1.04% 16
2024
Q1 		$14.7M Buy
89,680
+66,147
+281% +$10.3M 0.59% 27
2023
Q4 		$3.46M Buy
23,533
+796
+4% +$110K 0.15% 136
2023
Q3 		$3M Buy
22,737
+1,071
+5% +$146K 0.15% 136
2023
Q2 		$2.92M Buy
21,666
+1,041
+5% +$132K 0.15% 129
2023
Q1 		$2.56M Buy
20,625
+937
+5% +$112K 0.15% 135
2022
Q4 		$2.24M Sell
19,688
-2,245
-10% -$255K 0.14% 160
2022
Q3 		$2.28M Buy
21,933
+266
+1% +$31.1K 0.17% 125
2022
Q2 		$2.42M Buy
21,667
+1,464
+7% +$179K 0.21% 102
2022
Q1 		$2.72M Sell
20,203
-1,949
-9% -$259K 0.21% 105
2021
Q4 		$3.22M Buy
22,152
+725
+3% +$102K 0.24% 90
2021
Q3 		$2.82M Sell
21,427
-8,386
-28% -$1.15M 0.23% 99
2021
Q2 		$3.96M Sell
29,813
-506
-2% -$64.9K 0.25% 86
2021
Q1 		$3.69M Buy
30,319
+1,130
+4% +$133K 0.27% 83
2020
Q4 		$3.39M Buy
29,189
+1,248
+4% +$137K 0.28% 78
2020
Q3 		$2.9M Buy
27,941
+2,057
+8% +$211K 0.29% 78
2020
Q2 		$2.48M Buy
25,884
+1,196
+5% +$110K 0.34% 66
2020
Q1 		$2M Buy
24,688
+2,794
+13% +$267K 0.29% 87
2019
Q4 		$2.21M Buy
21,894
+7,198
+49% +$693K 0.26% 89
2019
Q3 		$1.36M Buy
+14,696
New +$1.35M 0.18% 132

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

IHT Wealth Management's QUAL Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 43% in Q2 2026, selling an estimated $18.7M and leaving 118,519 shares worth $26M. The position accounts for 0.55% of the portfolio, ranked #32.

IHT Wealth Management first reported a position in QUAL in Q3 2019 and has held it in 28 quarters since. The position peaked at $46.1M in Q2 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • IHT Wealth Management held 118,519 shares of iShares MSCI USA Quality Factor ETF worth $26M as of Q2 2026.
  • IHT Wealth Management sold 89,241 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $18.7M.
  • iShares MSCI USA Quality Factor ETF made up 0.55% of IHT Wealth Management's portfolio in Q2 2026, its #32 holding.
  • IHT Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and has held it in 28 quarters since.
  • IHT Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $46.1M in Q2 2025.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.