Keystone Wealth Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Keystone Wealth Services’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	$3.02M	Buy	15,736 +388	+3%	+$77.8K	0.65%	34
2025 Q4	$3.05M	Sell	15,348 -228	-1%	-$44.8K	0.64%	38
2025 Q3	$3.03M	Sell	15,576 -14,610	-48%	-$2.74M	0.66%	34
2025 Q2	$5.52M	Buy	30,186 +94	+0.3%	+$16.2K	1.33%	14
2025 Q1	$5.14M	Sell	30,092 -355	-1%	-$63.6K	1.39%	15
2024 Q4	$5.42M	Buy	30,447 +7,625	+33%	+$1.39M	1.44%	14
2024 Q3	$4.09M	Buy	22,822 +862	+4%	+$150K	1.13%	19
2024 Q2	$3.75M	Buy	21,960 +1,440	+7%	+$236K	1.17%	17
2024 Q1	$3.37M	Sell	20,520 -8,374	-29%	-$1.31M	1.1%	21
2023 Q4	$4.25M	Buy	28,894 +92	+0.3%	+$12.7K	1.46%	16
2023 Q3	$3.8M	Sell	28,802 -5,582	-16%	-$762K	1.44%	16
2023 Q2	$4.64M	Buy	+34,384	New	+$4.37M	1.73%	14

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

Keystone Wealth Services's QUAL Position: Q1 2026 in Review

Keystone Wealth Services increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.5% in Q1 2026, buying an estimated $77.8K and bringing the position to 15,736 shares worth $3.02M. The position accounts for 0.65% of the portfolio, ranked #34.

Keystone Wealth Services first reported a position in QUAL in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.52M in Q2 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Keystone Wealth Services held 15,736 shares of iShares MSCI USA Quality Factor ETF worth $3.02M as of Q1 2026.
Keystone Wealth Services bought 388 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $77.8K.
iShares MSCI USA Quality Factor ETF made up 0.65% of Keystone Wealth Services's portfolio in Q1 2026, its #34 holding.
Keystone Wealth Services first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 12 quarters since.
Keystone Wealth Services's iShares MSCI USA Quality Factor ETF position peaked at $5.52M in Q2 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.