Insigneo Advisory Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Insigneo Advisory Services’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	$10.5M	Buy	47,889 +24,633	+106%	+$5.17M	0.39%	45
2026 Q1	$4.46M	Sell	23,256 -2,025	-8%	-$406K	0.32%	50
2025 Q4	$5.02M	Buy	25,281 +17,369	+220%	+$3.41M	0.36%	41
2025 Q3	$1.54M	Buy	7,912 +4,285	+118%	+$804K	0.11%	151
2025 Q2	$663K	Buy	3,627 +2,131	+142%	+$368K	0.06%	265
2025 Q1	$256K	Sell	1,496 -281	-16%	-$50.3K	0.03%	453
2024 Q4	$316K	Sell	1,777 -503	-22%	-$91.4K	0.03%	404
2024 Q3	$409K	Buy	2,280 +24	+1%	+$4.16K	0.04%	359
2024 Q2	$367K	Buy	2,256 +461	+26%	+$75.7K	0.04%	358
2024 Q1	$295K	Buy	+1,795	New	+$280K	0.04%	387

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

Insigneo Advisory Services's QUAL Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 106% in Q2 2026, buying an estimated $5.17M and bringing the position to 47,889 shares worth $10.5M. The position accounts for 0.39% of the portfolio, ranked #45.

Insigneo Advisory Services first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Insigneo Advisory Services held 47,889 shares of iShares MSCI USA Quality Factor ETF worth $10.5M as of Q2 2026.
Insigneo Advisory Services bought 24,633 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $5.17M.
iShares MSCI USA Quality Factor ETF made up 0.39% of Insigneo Advisory Services's portfolio in Q2 2026, its #45 holding.
Insigneo Advisory Services first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.