Impact Partnership Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Impact Partnership Wealth’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	–	Sell	-1,628	Closed	-$312K	–	486
2026 Q1	$312K	Buy	1,628 +193	+13%	+$38.7K	0.04%	267
2025 Q4	$285K	Buy	1,435 +336	+31%	+$66K	0.04%	281
2025 Q3	$214K	Buy	+1,099	New	+$206K	0.03%	284
2024 Q2	–	Sell	-16	Closed	-$2.63K	–	559
2024 Q1	$2.63K	Sell	16 -115	-88%	-$18K	﹤0.01%	558
2023 Q4	$19.3K	Sell	131 -523	-80%	-$72.4K	0.01%	416
2023 Q3	$86.2K	Buy	654 +398	+155%	+$54.3K	0.03%	334
2023 Q2	$34.5K	Buy	+256	New	+$32.6K	0.01%	288

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

Impact Partnership Wealth's QUAL Position: Q2 2026 in Review

Impact Partnership Wealth sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 1,628 shares — an estimated $312K sold.

Impact Partnership Wealth first reported a position in QUAL in Q2 2023 and held it in 7 quarters. The position peaked at $312K in Q1 2026. 1,647 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Impact Partnership Wealth reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
Impact Partnership Wealth sold 1,628 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $312K.
Impact Partnership Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and held it in 7 quarters.
Impact Partnership Wealth's iShares MSCI USA Quality Factor ETF position peaked at $312K in Q1 2026.
1,647 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.