Indie Asset Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Indie Asset 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	$858K	Sell	3,912 -8	-0.2%	-$1.68K	0.82%	33
2026 Q1	$752K	Buy	3,920 +328	+9%	+$65.7K	0.86%	30
2025 Q4	$713K	Buy	3,592 +362	+11%	+$71.1K	0.8%	33
2025 Q3	$628K	Buy	3,230 +1,485	+85%	+$279K	0.84%	33
2025 Q2	$319K	Buy	+1,745	New	+$301K	0.58%	43

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

Indie Asset Partners's QUAL Position: Q2 2026 in Review

Indie Asset Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.2% in Q2 2026, selling an estimated $1.68K and leaving 3,912 shares worth $858K. The position accounts for 0.82% of the portfolio, ranked #33.

Indie Asset Partners first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Indie Asset Partners held 3,912 shares of iShares MSCI USA Quality Factor ETF worth $858K as of Q2 2026.
Indie Asset Partners sold 8 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.68K.
iShares MSCI USA Quality Factor ETF made up 0.82% of Indie Asset Partners's portfolio in Q2 2026, its #33 holding.
Indie Asset Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.