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J.E. Simmons & Co’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

J.E. Simmons & Co’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 		$4.19M Sell
19,093
-111
-0.6% -$23.3K 2.36% 12
2026
Q1 		$3.68M Buy
19,204
+239
+1% +$47.9K 2.46% 12
2025
Q4 		$3.77M Buy
+18,965
New +$3.73M 2.44% 12

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

J.E. Simmons & Co's QUAL Position: Q2 2026 in Review

J.E. Simmons & Co reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.58% in Q2 2026, selling an estimated $23.3K and leaving 19,093 shares worth $4.19M. The position accounts for 2.36% of the portfolio, ranked #12.

J.E. Simmons & Co first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • J.E. Simmons & Co held 19,093 shares of iShares MSCI USA Quality Factor ETF worth $4.19M as of Q2 2026.
  • J.E. Simmons & Co sold 111 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $23.3K.
  • iShares MSCI USA Quality Factor ETF made up 2.36% of J.E. Simmons & Co's portfolio in Q2 2026, its #12 holding.
  • J.E. Simmons & Co first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.