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Inspire Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Inspire Advisors’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 		$4.25M Buy
22,153
+15,735
+245% +$3.15M 0.35% 31
2025
Q4 		$1.27M Buy
6,418
+1,198
+23% +$235K 0.12% 127
2025
Q3 		$1.02M Buy
5,220
+1,204
+30% +$226K 0.1% 166
2025
Q2 		$734K Buy
4,016
+462
+13% +$79.7K 0.08% 203
2025
Q1 		$607K Buy
3,554
+528
+17% +$94.5K 0.07% 204
2024
Q4 		$539K Buy
3,026
+154
+5% +$28K 0.07% 229
2024
Q3 		$515K Buy
2,872
+127
+5% +$22K 0.06% 242
2024
Q2 		$469K Buy
2,745
+1,044
+61% +$171K 0.06% 219
2024
Q1 		$280K Buy
+1,701
New +$266K 0.04% 249
2021
Q1 		– Sell
-41
Closed -$5K – 570
2020
Q4 		$5K Buy
+41
New +$4.51K ﹤0.01% 608

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

Inspire Advisors's QUAL Position: Q1 2026 in Review

Inspire Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 245% in Q1 2026, buying an estimated $3.15M and bringing the position to 22,153 shares worth $4.25M. The position accounts for 0.35% of the portfolio, ranked #31.

Inspire Advisors first reported a position in QUAL in Q4 2020 and has held it in 10 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Inspire Advisors held 22,153 shares of iShares MSCI USA Quality Factor ETF worth $4.25M as of Q1 2026.
  • Inspire Advisors bought 15,735 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $3.15M.
  • iShares MSCI USA Quality Factor ETF made up 0.35% of Inspire Advisors's portfolio in Q1 2026, its #31 holding.
  • Inspire Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 10 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.