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

Integrated Advisors Network’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 		$2.79M Buy
14,523
+88
+0.6% +$17.6K 0.15% 163
2025
Q4 		$2.87M Sell
14,435
-6,432
-31% -$1.26M 0.13% 175
2025
Q3 		$4.06M Buy
20,867
+915
+5% +$172K 0.17% 144
2025
Q2 		$3.65M Buy
19,952
+3,053
+18% +$527K 0.16% 151
2025
Q1 		$2.89M Buy
16,899
+8,410
+99% +$1.51M 0.15% 158
2024
Q4 		$1.51M Buy
8,489
+561
+7% +$102K 0.07% 242
2024
Q3 		$1.42M Buy
7,928
+322
+4% +$55.8K 0.07% 258
2024
Q2 		$1.3M Buy
7,606
+146
+2% +$24K 0.07% 263
2024
Q1 		$1.23M Sell
7,460
-85
-1% -$13.3K 0.06% 278
2023
Q4 		$1.11M Buy
7,545
+66
+0.9% +$9.14K 0.06% 272
2023
Q3 		$986K Sell
7,479
-52
-0.7% -$7.1K 0.06% 282
2023
Q2 		$1.02M Sell
7,531
-18
-0.2% -$2.29K 0.06% 286
2023
Q1 		$937K Sell
7,549
-67
-0.9% -$8.04K 0.06% 300
2022
Q4 		$868K Sell
7,616
-9
-0.1% -$1.02K 0.06% 320
2022
Q3 		$793K Sell
7,625
-3,180
-29% -$372K 0.05% 315
2022
Q2 		$1.21M Sell
10,805
-47
-0.4% -$5.74K 0.08% 248
2022
Q1 		$1.46M Sell
10,852
-4,421
-29% -$587K 0.09% 239
2021
Q4 		$2.22M Buy
15,273
+2,066
+16% +$292K 0.13% 174
2021
Q3 		$1.74M Buy
13,207
+11,346
+610% +$1.56M 0.12% 183
2021
Q2 		$247K Buy
+1,861
New +$239K 0.02% 523

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

Integrated Advisors Network's QUAL Position: Q1 2026 in Review

Integrated Advisors Network increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.61% in Q1 2026, buying an estimated $17.6K and bringing the position to 14,523 shares worth $2.79M. The position accounts for 0.15% of the portfolio, ranked #163.

Integrated Advisors Network first reported a position in QUAL in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.06M in Q3 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Integrated Advisors Network held 14,523 shares of iShares MSCI USA Quality Factor ETF worth $2.79M as of Q1 2026.
  • Integrated Advisors Network bought 88 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $17.6K.
  • iShares MSCI USA Quality Factor ETF made up 0.15% of Integrated Advisors Network's portfolio in Q1 2026, its #163 holding.
  • Integrated Advisors Network first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and has held it in 20 quarters since.
  • Integrated Advisors Network's iShares MSCI USA Quality Factor ETF position peaked at $4.06M in Q3 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.