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Kickstand Ventures’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kickstand Ventures’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 		$9.87M Sell
44,958
-16,144
-26% -$3.39M 1.79% 18
2026
Q1 		$11.7M Buy
61,102
+2,622
+4% +$526K 2.47% 7
2025
Q4 		$11.6M Sell
58,480
-651
-1% -$128K 2.45% 8
2025
Q3 		$11.5M Sell
59,131
-1,583
-3% -$297K 2.53% 8
2025
Q2 		$11.1M Buy
60,714
+4,441
+8% +$766K 2.59% 9
2025
Q1 		$9.62M Sell
56,273
-13,223
-19% -$2.37M 2.48% 12
2024
Q4 		$12.4M Buy
69,496
+435
+0.6% +$79K 3.16% 9
2024
Q3 		$12.4M Buy
69,061
+171
+0.2% +$29.7K 3.16% 10
2024
Q2 		$11.8M Buy
68,890
+18,812
+38% +$3.09M 3.22% 7
2024
Q1 		$8.23M Sell
50,078
-47,652
-49% -$7.44M 2.33% 16
2023
Q4 		$14.4M Buy
97,730
+59,925
+159% +$8.3M 4.14% 4
2023
Q3 		$4.98M Buy
+37,805
New +$5.16M 1.54% 20

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

Kickstand Ventures's QUAL Position: Q2 2026 in Review

Kickstand Ventures reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 26% in Q2 2026, selling an estimated $3.39M and leaving 44,958 shares worth $9.87M. The position accounts for 1.79% of the portfolio, ranked #18.

Kickstand Ventures first reported a position in QUAL in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.4M in Q4 2023. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Kickstand Ventures held 44,958 shares of iShares MSCI USA Quality Factor ETF worth $9.87M as of Q2 2026.
  • Kickstand Ventures sold 16,144 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.39M.
  • iShares MSCI USA Quality Factor ETF made up 1.79% of Kickstand Ventures's portfolio in Q2 2026, its #18 holding.
  • Kickstand Ventures first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • Kickstand Ventures's iShares MSCI USA Quality Factor ETF position peaked at $14.4M in Q4 2023.
  • 1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.