Johnson Financial Group Inc (Wisconsin)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$21.5K	Buy	98 +88	+880%	+$18.5K	﹤0.01%	557
2026 Q1	$1.92K	Buy	+10	New	+$2K	﹤0.01%	793
2025 Q4	–	Sell	-34	Closed	-$6.61K	–	1068
2025 Q3	$6.61K	Buy	+34	New	+$6.38K	﹤0.01%	819
2025 Q2	–	Sell	-78	Closed	-$13.3K	–	866
2025 Q1	$13.3K	Buy	+78	New	+$14K	﹤0.01%	748
2024 Q2	–	Sell	-37	Closed	-$6.08K	–	932
2024 Q1	$6.08K	Buy	+37	New	+$5.78K	﹤0.01%	584

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 22.9% 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

Johnson Financial Group Inc (Wisconsin)'s QUAL Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 880% in Q2 2026, buying an estimated $18.5K and bringing the position to 98 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Johnson Financial Group Inc (Wisconsin) first reported a position in QUAL in Q1 2024 and has held it in 5 quarters since. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 98 shares of iShares MSCI USA Quality Factor ETF worth $21.5K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) bought 88 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $18.5K.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #557 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 5 quarters since.
1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.