Jim Simons’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Jim Simons’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 Q1	–	Sell	-14,500	Closed	-$2.88M	–	3604
2025 Q4	$2.88M	Buy	14,500 +9,900	+215%	+$1.95M	﹤0.01%	1650
2025 Q3	$895K	Buy	+4,600	New	+$863K	﹤0.01%	2544
2025 Q1	–	Sell	-7,300	Closed	-$1.3M	–	3768
2024 Q4	$1.3M	Sell	7,300 -24,900	-77%	-$4.52M	﹤0.01%	2331
2024 Q3	$5.77M	Buy	32,200 +25,400	+374%	+$4.41M	0.01%	1347
2024 Q2	$1.16M	Buy	+6,800	New	+$1.12M	﹤0.01%	2240
2024 Q1	–	Sell	-18,500	Closed	-$2.72M	–	4000
2023 Q4	$2.72M	Buy	+18,500	New	+$2.56M	﹤0.01%	1751
2023 Q3	–	Sell	-19,800	Closed	-$2.67M	–	4021
2023 Q2	$2.67M	Buy	19,800 +6,800	+52%	+$865K	﹤0.01%	1817
2023 Q1	$1.61M	Buy	+13,000	New	+$1.56M	﹤0.01%	2157
2022 Q1	–	Sell	-14,400	Closed	-$2.1M	–	4386
2021 Q4	$2.1M	Sell	14,400 -12,100	-46%	-$1.71M	﹤0.01%	2106
2021 Q3	$3.49M	Buy	+26,500	New	+$3.64M	﹤0.01%	1684

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jim Simons's QUAL Position: Q1 2026 in Review

Jim Simons sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 14,500 shares — an estimated $2.88M sold.

Jim Simons first reported a position in QUAL in Q3 2021 and held it in 10 quarters. The position peaked at $5.77M in Q3 2024. 1,645 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Jim Simons reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 14,500 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $2.88M.
Jim Simons first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and held it in 10 quarters.
Jim Simons's iShares MSCI USA Quality Factor ETF position peaked at $5.77M in Q3 2024.
1,645 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.