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 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 $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Insigneo Advisory Services's QUAL Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 8% in Q1 2026, selling an estimated $406K and leaving 23,256 shares worth $4.46M. The position accounts for 0.32% of the portfolio, ranked #50.

Insigneo Advisory Services first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.02M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Insigneo Advisory Services held 23,256 shares of iShares MSCI USA Quality Factor ETF worth $4.46M as of Q1 2026.
Insigneo Advisory Services sold 2,025 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $406K.
iShares MSCI USA Quality Factor ETF made up 0.32% of Insigneo Advisory Services's portfolio in Q1 2026, its #50 holding.
Insigneo Advisory Services first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's iShares MSCI USA Quality Factor ETF position peaked at $5.02M in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.