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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
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
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

Impact Partnership Wealth's QUAL Position: Q1 2026 in Review

Impact Partnership Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 13% in Q1 2026, buying an estimated $38.7K and bringing the position to 1,628 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #267.

Impact Partnership Wealth first reported a position in QUAL in Q2 2023 and has held it in 7 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Impact Partnership Wealth held 1,628 shares of iShares MSCI USA Quality Factor ETF worth $312K as of Q1 2026.
  • Impact Partnership Wealth bought 193 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $38.7K.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Impact Partnership Wealth's portfolio in Q1 2026, its #267 holding.
  • Impact Partnership Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 7 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.