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Innovative Asset Advisors Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Innovative Asset Advisors Group’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 		$110K Hold
500
– – 0.05% 223
2026
Q1 		$95.9K Buy
+500
New +$100K 0.06% 214

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Innovative Asset Advisors Group's QUAL Position: Q2 2026 in Review

Innovative Asset Advisors Group held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 500 shares worth $110K. The position accounts for 0.05% of the portfolio, ranked #223.

Innovative Asset Advisors Group first reported a position in QUAL in Q1 2026 and has held it in 2 quarters since. 1,581 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Innovative Asset Advisors Group held 500 shares of iShares MSCI USA Quality Factor ETF worth $110K as of Q2 2026.
  • Innovative Asset Advisors Group left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #223 holding.
  • Innovative Asset Advisors Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,581 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.