J. M. Brown & Associates’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

J. M. Brown & Associates’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	$419K	Buy	+1,910	New	+$401K	0.24%	116

Other funds holding QUAL

LPL Financial San Diego, California $445B AUM 25.58% 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

J. M. Brown & Associates's QUAL Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 1,910 shares worth $419K. The stake represents 0.24% of the portfolio and ranks #116 among its holdings.

1,581 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

J. M. Brown & Associates held 1,910 shares of iShares MSCI USA Quality Factor ETF worth $419K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.24% of J. M. Brown & Associates's portfolio in Q2 2026, its #116 holding.
1,581 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.