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Israel Englander’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Israel Englander’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
-4,972
Closed -$954K – 6312
2026
Q1 		$954K Buy
4,972
+2,412
+94% +$483K ﹤0.01% 4431
2025
Q4 		$508K Buy
+2,560
New +$503K ﹤0.01% 4929
2025
Q1 		– Sell
-2,966
Closed -$528K – 6306
2024
Q4 		$528K Sell
2,966
-9,464
-76% -$1.72M ﹤0.01% 4708
2024
Q3 		$2.23M Buy
+12,430
New +$2.16M ﹤0.01% 3609
2024
Q2 		– Sell
-3,516
Closed -$578K – 6411
2024
Q1 		$578K Buy
+3,516
New +$549K ﹤0.01% 4721
2022
Q4 		– Sell
-35,524
Closed -$3.69M – 6948
2022
Q3 		$3.69M Buy
+35,524
New +$4.15M ﹤0.01% 3182
2021
Q4 		– Sell
-2,908
Closed -$383K – 7274
2021
Q3 		$383K Sell
2,908
-3,672
-56% -$505K ﹤0.01% 5601
2021
Q2 		$874K Buy
6,580
+3,218
+96% +$413K ﹤0.01% 4786
2021
Q1 		$409K Buy
+3,362
New +$397K ﹤0.01% 4986
2019
Q3 		– Sell
-24,578
Closed -$2.25M – 4482
2019
Q2 		$2.25M Buy
24,578
+8,538
+53% +$768K ﹤0.01% 2336
2019
Q1 		$1.42M Buy
16,040
+8,000
+100% +$673K ﹤0.01% 2643
2018
Q4 		$617K Buy
+8,040
New +$667K ﹤0.01% 2832
2018
Q1 		– Sell
-4,161
Closed -$345K – 3999
2017
Q4 		$345K Buy
+4,161
New +$335K ﹤0.01% 3272
2017
Q2 		– Sell
-3,405
Closed -$248K – 3789
2017
Q1 		$248K Sell
3,405
-5,802
-63% -$416K ﹤0.01% 3125
2016
Q4 		$636K Buy
9,207
+2,857
+45% +$194K ﹤0.01% 2539
2016
Q3 		$429K Buy
+6,350
New +$430K ﹤0.01% 2670

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

Israel Englander's QUAL Position: Q2 2026 in Review

Israel Englander sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 4,972 shares — an estimated $954K sold.

Israel Englander first reported a position in QUAL in Q3 2016 and held it in 16 quarters. The position peaked at $3.69M in Q3 2022. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Israel Englander reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Israel Englander sold 4,972 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $954K.
  • Israel Englander first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2016 and held it in 16 quarters.
  • Israel Englander's iShares MSCI USA Quality Factor ETF position peaked at $3.69M in Q3 2022.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.