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KMG Fiduciary Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

KMG Fiduciary Partners’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 		$265K Buy
1,206
+30
+3% +$6.29K 0.02% 189
2026
Q1 		$226K Sell
1,176
-7
-0.6% -$1.4K 0.02% 256
2025
Q4 		$235K Buy
1,183
+7
+0.6% +$1.38K 0.02% 252
2025
Q3 		$229K Sell
1,176
-106
-8% -$19.9K 0.02% 287
2025
Q2 		$234K Sell
1,282
-92
-7% -$15.9K 0.02% 274
2025
Q1 		$235K Buy
1,374
+70
+5% +$12.5K 0.02% 266
2024
Q4 		$232K Buy
+1,304
New +$237K 0.02% 261

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

KMG Fiduciary Partners's QUAL Position: Q2 2026 in Review

KMG Fiduciary Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.6% in Q2 2026, buying an estimated $6.29K and bringing the position to 1,206 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #189.

KMG Fiduciary Partners first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • KMG Fiduciary Partners held 1,206 shares of iShares MSCI USA Quality Factor ETF worth $265K as of Q2 2026.
  • KMG Fiduciary Partners bought 30 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $6.29K.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of KMG Fiduciary Partners's portfolio in Q2 2026, its #189 holding.
  • KMG Fiduciary Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.