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 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 $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

International Private Wealth Advisors's QUAL Position: Q1 2026 in Review

International Private Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.2% in Q1 2026, selling an estimated $24.9K and leaving 2,835 shares worth $544K. The position accounts for 0.33% of the portfolio, ranked #66.

International Private Wealth Advisors first reported a position in QUAL in Q4 2023 and has held it in 7 quarters since. The position peaked at $588K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

International Private Wealth Advisors held 2,835 shares of iShares MSCI USA Quality Factor ETF worth $544K as of Q1 2026.
International Private Wealth Advisors sold 124 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $24.9K.
iShares MSCI USA Quality Factor ETF made up 0.33% of International Private Wealth Advisors's portfolio in Q1 2026, its #66 holding.
International Private Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 7 quarters since.
International Private Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $588K in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.