Kingdom Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kingdom Financial Group’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	$303K	Sell	1,578 -678	-30%	-$136K	0.09%	113
2025 Q4	$448K	Buy	+2,256	New	+$443K	0.14%	83
2025 Q2	–	Sell	-2,218	Closed	-$379K	–	66
2025 Q1	$379K	Buy	2,218 +41	+2%	+$7.34K	0.28%	33
2024 Q4	$388K	Sell	2,177 -9	-0.4%	-$1.64K	0.26%	32
2024 Q3	$392K	Sell	2,186 -526	-19%	-$91.2K	0.29%	32
2024 Q2	$463K	Sell	2,712 -1,146	-30%	-$188K	0.31%	31
2024 Q1	$634K	Buy	3,858 +1,238	+47%	+$193K	0.45%	28
2023 Q4	$386K	Buy	2,620 +243	+10%	+$33.6K	0.34%	48
2023 Q3	$313K	Sell	2,377 -581	-20%	-$79.3K	0.3%	54
2023 Q2	$399K	Buy	+2,958	New	+$376K	0.39%	40

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

Kingdom Financial Group's QUAL Position: Q1 2026 in Review

Kingdom Financial Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 30% in Q1 2026, selling an estimated $136K and leaving 1,578 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #113.

Kingdom Financial Group first reported a position in QUAL in Q2 2023 and has held it in 10 quarters since. The position peaked at $634K in Q1 2024. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Kingdom Financial Group held 1,578 shares of iShares MSCI USA Quality Factor ETF worth $303K as of Q1 2026.
Kingdom Financial Group sold 678 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $136K.
iShares MSCI USA Quality Factor ETF made up 0.09% of Kingdom Financial Group's portfolio in Q1 2026, its #113 holding.
Kingdom Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 10 quarters since.
Kingdom Financial Group's iShares MSCI USA Quality Factor ETF position peaked at $634K in Q1 2024.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.