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Intentional Wealth Strategies’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-14,811
Closed -$2.84M – 699
2026
Q1 		$2.84M Buy
+14,811
New +$2.97M 2.65% 7

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Intentional Wealth Strategies's QUAL Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 14,811 shares — an estimated $2.84M sold.

Intentional Wealth Strategies first reported a position in QUAL in Q1 2026 and held it in 1 quarter. The position peaked at $2.84M in Q1 2026. 1,581 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 14,811 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2.84M.
  • Intentional Wealth Strategies first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's iShares MSCI USA Quality Factor ETF position peaked at $2.84M in Q1 2026.
  • 1,581 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.