JDM Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

JDM Financial Group’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	$490K	Hold	2,234	–	–	0.17%	44
2026 Q1	$429K	Hold	2,234	–	–	0.17%	49
2025 Q4	$444K	Sell	2,234 -207	-8%	-$40.7K	0.17%	45
2025 Q3	$475K	Hold	2,441	–	–	0.2%	40
2025 Q2	$446K	Sell	2,441 -429	-15%	-$74K	0.21%	38
2025 Q1	$490K	Hold	2,870	–	–	0.25%	34
2024 Q4	$511K	Buy	2,870 +1,906	+198%	+$346K	0.27%	31
2024 Q3	$173K	Buy	+964	New	+$167K	0.09%	51

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

JDM Financial Group's QUAL Position: Q2 2026 in Review

JDM Financial Group held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 2,234 shares worth $490K. The position accounts for 0.17% of the portfolio, ranked #44.

JDM Financial Group first reported a position in QUAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $511K in Q4 2024. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

JDM Financial Group held 2,234 shares of iShares MSCI USA Quality Factor ETF worth $490K as of Q2 2026.
JDM Financial Group left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.17% of JDM Financial Group's portfolio in Q2 2026, its #44 holding.
JDM Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
JDM Financial Group's iShares MSCI USA Quality Factor ETF position peaked at $511K in Q4 2024.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.