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Kingsview Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kingsview Wealth Management’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 		$1.96M Buy
8,928
+113
+1% +$23.7K 0.02% 568
2026
Q1 		$1.69M Buy
8,815
+1,898
+27% +$380K 0.02% 546
2025
Q4 		$1.37M Buy
6,917
+968
+16% +$190K 0.02% 554
2025
Q3 		$1.16M Buy
5,949
+1,211
+26% +$227K 0.02% 575
2025
Q2 		$866K Sell
4,738
-690
-13% -$119K 0.01% 626
2025
Q1 		$928K Sell
5,428
-560
-9% -$100K 0.02% 561
2024
Q4 		$1.07M Sell
5,988
-17,295
-74% -$3.14M 0.02% 528
2024
Q3 		$4.17M Buy
23,283
+384
+2% +$66.6K 0.09% 224
2024
Q2 		$3.91M Buy
22,899
+18,472
+417% +$3.03M 0.09% 212
2024
Q1 		$728K Sell
4,427
-364
-8% -$56.9K 0.02% 582
2023
Q4 		$705K Buy
4,791
+743
+18% +$103K 0.02% 560
2023
Q3 		$533K Buy
4,048
+1,552
+62% +$212K 0.02% 602
2023
Q2 		$337K Sell
2,496
-322
-11% -$41K 0.01% 712
2023
Q1 		$350K Sell
2,818
-356
-11% -$42.7K 0.01% 668
2022
Q4 		$362K Sell
3,174
-3,645
-53% -$413K 0.02% 603
2022
Q3 		$709K Sell
6,819
-1,520
-18% -$178K 0.03% 418
2022
Q2 		$932K Buy
8,339
+631
+8% +$77K 0.04% 385
2022
Q1 		$1.04M Sell
7,708
-7,792
-50% -$1.03M 0.05% 381
2021
Q4 		$2.26M Buy
15,500
+7,862
+103% +$1.11M 0.09% 225
2021
Q3 		$1.01M Sell
7,638
-972
-11% -$134K 0.05% 377
2021
Q2 		$1.15M Sell
8,610
-1,952
-18% -$250K 0.06% 338
2021
Q1 		$1.3M Sell
10,562
-1,950
-16% -$230K 0.07% 273
2020
Q4 		$1.45M Buy
12,512
+2,816
+29% +$310K 0.11% 203
2020
Q3 		$1.01M Sell
9,696
-3,863
-28% -$396K 0.09% 220
2020
Q2 		$1.3M Sell
13,559
-113
-0.8% -$10.4K 0.13% 175
2020
Q1 		$1.11M Buy
+13,672
New +$1.31M 0.15% 164

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

Kingsview Wealth Management's QUAL Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.3% in Q2 2026, buying an estimated $23.7K and bringing the position to 8,928 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #568.

Kingsview Wealth Management first reported a position in QUAL in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.17M in Q3 2024. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Kingsview Wealth Management held 8,928 shares of iShares MSCI USA Quality Factor ETF worth $1.96M as of Q2 2026.
  • Kingsview Wealth Management bought 113 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $23.7K.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #568 holding.
  • Kingsview Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Kingsview Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $4.17M in Q3 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.