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KCM Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

KCM Investment Advisors’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 		$1.83M Sell
8,354
-900
-10% -$189K 0.05% 173
2026
Q1 		$1.78M Sell
9,254
-125
-1% -$25.1K 0.06% 170
2025
Q4 		$1.86M Buy
9,379
+31
+0.3% +$6.09K 0.06% 165
2025
Q3 		$1.82M Buy
9,348
+14
+0.1% +$2.63K 0.06% 167
2025
Q2 		$1.71M Hold
9,334
– – 0.06% 173
2025
Q1 		$1.6M Buy
9,334
+140
+2% +$25.1K 0.06% 171
2024
Q4 		$1.64M Sell
9,194
-15
-0.2% -$2.73K 0.06% 174
2024
Q3 		$1.65M Buy
9,209
+140
+2% +$24.3K 0.06% 178
2024
Q2 		$1.55M Buy
9,069
+45
+0.5% +$7.39K 0.06% 175
2024
Q1 		$1.48M Buy
9,024
+1,180
+15% +$184K 0.05% 183
2023
Q4 		$1.15M Buy
7,844
+295
+4% +$40.8K 0.05% 198
2023
Q3 		$995K Sell
7,549
-3
-0% -$410 0.04% 203
2023
Q2 		$1.02M Sell
7,552
-1,266
-14% -$161K 0.04% 206
2023
Q1 		$1.09M Buy
8,818
+996
+13% +$120K 0.04% 203
2022
Q4 		$891K Sell
7,822
-250
-3% -$28.4K 0.04% 215
2022
Q3 		$839K Sell
8,072
-120
-1% -$14K 0.04% 213
2022
Q2 		$915K Sell
8,192
-120
-1% -$14.6K 0.04% 211
2022
Q1 		$1.12M Hold
8,312
– – 0.04% 209
2021
Q4 		$1.21M Sell
8,312
-690
-8% -$97.5K 0.04% 204
2021
Q3 		$1.19M Buy
9,002
+125
+1% +$17.2K 0.05% 196
2021
Q2 		$1.18M Sell
8,877
-20
-0.2% -$2.56K 0.05% 189
2021
Q1 		$1.08M Hold
8,897
– – 0.05% 191
2020
Q4 		$1.03M Hold
8,897
– – 0.05% 186
2020
Q3 		$923K Hold
8,897
– – 0.05% 179
2020
Q2 		$853K Hold
8,897
– – 0.05% 189
2020
Q1 		$721K Sell
8,897
-1,790
-17% -$171K 0.05% 183
2019
Q4 		$1.08M Buy
10,687
+250
+2% +$24.1K 0.06% 174
2019
Q3 		$964K Hold
10,437
– – 0.06% 174
2019
Q2 		$955K Hold
10,437
– – 0.06% 173
2019
Q1 		$924K Buy
10,437
+335
+3% +$28.2K 0.06% 176
2018
Q4 		$775K Sell
10,102
-2,436
-19% -$202K 0.05% 252
2018
Q3 		$1.13M Sell
12,538
-1,258
-9% -$110K 0.06% 226
2018
Q2 		$1.15M Buy
13,796
+610
+5% +$51K 0.07% 220
2018
Q1 		$1.09M Sell
13,186
-340
-3% -$28.8K 0.07% 243
2017
Q4 		$1.12M Buy
13,526
+20
+0.1% +$1.61K 0.07% 247
2017
Q3 		$1.04M Buy
13,506
+11
+0.1% +$830 0.06% 248
2017
Q2 		$1M Hold
13,495
– – 0.06% 247
2017
Q1 		$982K Sell
13,495
-1,769
-12% -$127K 0.06% 253
2016
Q4 		$1.05M Buy
15,264
+220
+1% +$14.9K 0.07% 244
2016
Q3 		$1.01M Buy
15,044
+300
+2% +$20.3K 0.07% 245
2016
Q2 		$973K Sell
14,744
-399
-3% -$26.2K 0.07% 248
2016
Q1 		$994K Buy
15,143
+488
+3% +$30.4K 0.07% 234
2015
Q4 		$946K Buy
14,655
+2,861
+24% +$185K 0.07% 241
2015
Q3 		$713K Buy
11,794
+904
+8% +$56.9K 0.06% 285
2015
Q2 		$688K Sell
10,890
-812
-7% -$52.4K 0.05% 298
2015
Q1 		$744K Buy
11,702
+204
+2% +$12.9K 0.06% 286
2014
Q4 		$716K Buy
11,498
+3
+0% +$182 0.06% 282
2014
Q3 		$685K Buy
11,495
+3
+0% +$178 0.06% 274
2014
Q2 		$669K Buy
11,492
+497
+5% +$28.4K 0.06% 276
2014
Q1 		$619K Buy
10,995
+3,815
+53% +$213K 0.06% 267
2013
Q4 		$406K Buy
+7,180
New +$386K 0.04% 316

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCM Investment Advisors's QUAL Position: Q2 2026 in Review

KCM Investment Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.7% in Q2 2026, selling an estimated $189K and leaving 8,354 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #173.

KCM Investment Advisors first reported a position in QUAL in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.86M in Q4 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • KCM Investment Advisors held 8,354 shares of iShares MSCI USA Quality Factor ETF worth $1.83M as of Q2 2026.
  • KCM Investment Advisors sold 900 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $189K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of KCM Investment Advisors's portfolio in Q2 2026, its #173 holding.
  • KCM Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2013 and has held it in 51 quarters since.
  • KCM Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.86M in Q4 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.