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Keener Financial Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-160
Closed -$31K – 166
2025
Q3 		$31K Hold
160
– – 0.01% 116
2025
Q2 		$29K Buy
+160
New +$27.6K 0.01% 118
2024
Q1 		– Sell
-131
Closed -$19K – 209
2023
Q4 		$19K Buy
+131
New +$18.1K 0.01% 126

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Keener Financial Planning's QUAL Position: Q4 2025 in Review

Keener Financial Planning sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 160 shares — an estimated $31K sold.

Keener Financial Planning first reported a position in QUAL in Q4 2023 and held it in 3 quarters. The position peaked at $31K in Q3 2025. 1,628 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • Keener Financial Planning reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 160 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $31K.
  • Keener Financial Planning first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and held it in 3 quarters.
  • Keener Financial Planning's iShares MSCI USA Quality Factor ETF position peaked at $31K in Q3 2025.
  • 1,628 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.