International Private Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

International Private Wealth 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	$621K	Sell	2,832 -3	-0.1%	-$629	0.32%	67
2026 Q1	$544K	Sell	2,835 -124	-4%	-$24.9K	0.33%	66
2025 Q4	$588K	Sell	2,959 -13	-0.4%	-$2.55K	0.37%	56
2025 Q3	$578K	Sell	2,972 -31	-1%	-$5.82K	0.36%	61
2025 Q2	$549K	Buy	3,003 +8	+0.3%	+$1.38K	0.47%	49
2025 Q1	$512K	Buy	2,995 +95	+3%	+$17K	0.49%	49
2024 Q4	$516K	Buy	+2,900	New	+$527K	0.51%	47
2024 Q1	–	Sell	-1,610	Closed	-$237K	–	131
2023 Q4	$237K	Buy	+1,610	New	+$223K	0.23%	77

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

International Private Wealth Advisors's QUAL Position: Q2 2026 in Review

International Private Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.11% in Q2 2026, selling an estimated $629 and leaving 2,832 shares worth $621K. The position accounts for 0.32% of the portfolio, ranked #67.

International Private Wealth Advisors first reported a position in QUAL in Q4 2023 and has held it in 8 quarters since. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

International Private Wealth Advisors held 2,832 shares of iShares MSCI USA Quality Factor ETF worth $621K as of Q2 2026.
International Private Wealth Advisors sold 3 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $629.
iShares MSCI USA Quality Factor ETF made up 0.32% of International Private Wealth Advisors's portfolio in Q2 2026, its #67 holding.
International Private Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 8 quarters since.
1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.