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Kingswood Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kingswood Wealth Advisors’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 		$2M Sell
9,093
-2,241
-20% -$470K 0.08% 259
2026
Q1 		$2.17M Sell
11,334
-425
-4% -$85.2K 0.1% 220
2025
Q4 		$2.34M Sell
11,759
-153
-1% -$30.1K 0.11% 183
2025
Q3 		$2.32M Buy
11,912
+2,016
+20% +$378K 0.14% 162
2025
Q2 		$1.81M Buy
9,896
+225
+2% +$38.8K 0.14% 161
2025
Q1 		$1.65M Buy
9,671
+529
+6% +$94.7K 0.15% 160
2024
Q4 		$1.63M Buy
9,142
+1,097
+14% +$199K 0.12% 177
2024
Q3 		$1.44M Buy
8,045
+350
+5% +$60.7K 0.1% 226
2024
Q2 		$1.31M Buy
7,695
+4,551
+145% +$747K 0.12% 186
2024
Q1 		$517K Buy
3,144
+1,214
+63% +$190K 0.06% 338
2023
Q4 		$284K Buy
+1,930
New +$267K 0.03% 490

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

Kingswood Wealth Advisors's QUAL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 20% in Q2 2026, selling an estimated $470K and leaving 9,093 shares worth $2M. The position accounts for 0.08% of the portfolio, ranked #259.

Kingswood Wealth Advisors first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.34M in Q4 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Kingswood Wealth Advisors held 9,093 shares of iShares MSCI USA Quality Factor ETF worth $2M as of Q2 2026.
  • Kingswood Wealth Advisors sold 2,241 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $470K.
  • iShares MSCI USA Quality Factor ETF made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #259 holding.
  • Kingswood Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2.34M in Q4 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.