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Kirtland Hills Capital Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kirtland Hills Capital 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
Q1 		$928K Buy
4,482
+3,072
+218% +$616K 0.29% 86
2025
Q4 		$280K Buy
1,410
+345
+32% +$67.8K 0.1% 142
2025
Q3 		$207K Buy
+1,065
New +$200K 0.08% 151

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kirtland Hills Capital Management's QUAL Position: Q1 2026 in Review

Kirtland Hills Capital Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 218% in Q1 2026, buying an estimated $616K and bringing the position to 4,482 shares worth $928K. The position accounts for 0.29% of the portfolio, ranked #86.

Kirtland Hills Capital Management first reported a position in QUAL in Q3 2025 and has held it in 3 quarters since. 1,641 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Kirtland Hills Capital Management held 4,482 shares of iShares MSCI USA Quality Factor ETF worth $928K as of Q1 2026.
  • Kirtland Hills Capital Management bought 3,072 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $616K.
  • iShares MSCI USA Quality Factor ETF made up 0.29% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #86 holding.
  • Kirtland Hills Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.