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 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 $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $173B AUM 20.72% 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

Johnson Financial Group Inc (Wisconsin)'s QUAL Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026: 10 shares worth $1.92K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in QUAL as recently as Q3 2025.

Johnson Financial Group Inc (Wisconsin) first reported a position in QUAL in Q1 2024 and has held it in 4 quarters since. The position peaked at $13.3K in Q1 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 10 shares of iShares MSCI USA Quality Factor ETF worth $1.92K as of Q1 2026.
iShares MSCI USA Quality Factor ETF was a new Johnson Financial Group Inc (Wisconsin) position in Q1 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #793 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 4 quarters since.
Johnson Financial Group Inc (Wisconsin)'s iShares MSCI USA Quality Factor ETF position peaked at $13.3K in Q1 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.