Investor's Fiduciary Advisor Network’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Investor's Fiduciary Advisor 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	$3.56M	Sell	16,220 -6,166	-28%	-$1.29M	1.21%	17
2026 Q1	$4.29M	Sell	22,386 -62,144	-74%	-$12.5M	1.32%	13
2025 Q4	$16.8M	Buy	84,530 +55,595	+192%	+$10.9M	3.6%	4
2025 Q3	$5.63M	Sell	28,935 -556	-2%	-$104K	1.91%	6
2025 Q2	$5.39M	Sell	29,491 -556	-2%	-$96K	2%	6
2025 Q1	$5.13M	Buy	30,047 +353	+1%	+$63.2K	2.42%	6
2024 Q4	$5.29M	Buy	+29,694	New	+$5.39M	2.02%	7

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 22.96% 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

Investor's Fiduciary Advisor Network's QUAL Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 28% in Q2 2026, selling an estimated $1.29M and leaving 16,220 shares worth $3.56M. The position accounts for 1.21% of the portfolio, ranked #17.

Investor's Fiduciary Advisor Network first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.8M in Q4 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Investor's Fiduciary Advisor Network held 16,220 shares of iShares MSCI USA Quality Factor ETF worth $3.56M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 6,166 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.29M.
iShares MSCI USA Quality Factor ETF made up 1.21% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #17 holding.
Investor's Fiduciary Advisor Network first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's iShares MSCI USA Quality Factor ETF position peaked at $16.8M in Q4 2025.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.