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

Interactive Financial 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
Q2 		$7.64M Buy
35,355
+557
+2% +$117K 4.66% 6
2026
Q1 		$6.67M Buy
34,798
+491
+1% +$98.4K 4.37% 7
2025
Q4 		$6.81M Sell
34,307
-2,375
-6% -$467K 4.4% 7
2025
Q3 		$7.13M Sell
36,682
-1,175
-3% -$220K 3.86% 8
2025
Q2 		$6.92M Sell
37,857
-2,551
-6% -$440K 3.37% 8
2025
Q1 		$6.91M Buy
40,408
+1,461
+4% +$262K 3.65% 6
2024
Q4 		$6.94M Buy
38,947
+763
+2% +$139K 3.63% 6
2024
Q3 		$6.85M Buy
38,184
+435
+1% +$75.4K 3.52% 7
2024
Q2 		$6.45M Sell
37,749
-19,174
-34% -$3.15M 3.55% 7
2024
Q1 		$9.36M Sell
56,923
-51,414
-47% -$8.03M 5.17% 5
2023
Q4 		$3.56M Buy
108,337
+40,601
+60% +$5.62M 1.91% 14
2023
Q3 		$8.93M Buy
67,736
+31,418
+87% +$4.29M 6.02% 5
2023
Q2 		$4.9M Buy
+36,318
New +$4.62M 3.33% 6

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

Interactive Financial Advisors's QUAL Position: Q2 2026 in Review

Interactive Financial Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.6% in Q2 2026, buying an estimated $117K and bringing the position to 35,355 shares worth $7.64M. The position accounts for 4.66% of the portfolio, ranked #6.

Interactive Financial Advisors first reported a position in QUAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.36M in Q1 2024. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Interactive Financial Advisors held 35,355 shares of iShares MSCI USA Quality Factor ETF worth $7.64M as of Q2 2026.
  • Interactive Financial Advisors bought 557 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $117K.
  • iShares MSCI USA Quality Factor ETF made up 4.66% of Interactive Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Interactive Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • Interactive Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $9.36M in Q1 2024.
  • 1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.