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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
Q2 		$733K Sell
3,340
-11,183
-77% -$2.35M 0.03% 391
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 $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Integrated Advisors Network's QUAL Position: Q2 2026 in Review

Integrated Advisors Network reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 77% in Q2 2026, selling an estimated $2.35M and leaving 3,340 shares worth $733K. The position accounts for 0.03% of the portfolio, ranked #391.

Integrated Advisors Network first reported a position in QUAL in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.06M in Q3 2025. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Integrated Advisors Network held 3,340 shares of iShares MSCI USA Quality Factor ETF worth $733K as of Q2 2026.
  • Integrated Advisors Network sold 11,183 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2.35M.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of Integrated Advisors Network's portfolio in Q2 2026, its #391 holding.
  • Integrated Advisors Network first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and has held it in 21 quarters since.
  • Integrated Advisors Network's iShares MSCI USA Quality Factor ETF position peaked at $4.06M in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.