Koshinski Asset Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Koshinski Asset 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	$442K	Buy	2,015 +53	+3%	+$11.1K	0.02%	500
2026 Q1	$376K	Buy	1,962 +99	+5%	+$19.8K	0.02%	511
2025 Q4	$370K	Sell	1,863 -54	-3%	-$10.6K	0.02%	505
2025 Q3	$373K	Buy	1,917 +320	+20%	+$60K	0.03%	501
2025 Q2	$292K	Buy	1,597 +154	+11%	+$26.6K	0.02%	538
2025 Q1	$247K	Buy	1,443 +42	+3%	+$7.52K	0.02%	541
2024 Q4	$249K	Sell	1,401 -57	-4%	-$10.4K	0.02%	535
2024 Q3	$261K	Sell	1,458 -384	-21%	-$66.6K	0.02%	523
2024 Q2	$319K	Buy	1,842 +420	+30%	+$69K	0.03%	450
2024 Q1	$234K	Buy	+1,422	New	+$222K	0.02%	500
2023 Q4	–	Sell	-1,729	Closed	-$228K	–	611
2023 Q3	$228K	Buy	1,729 +208	+14%	+$28.4K	0.03%	490
2023 Q2	$205K	Sell	1,521 -531	-26%	-$67.5K	0.02%	562
2023 Q1	$255K	Sell	2,052 -999	-33%	-$120K	0.02%	461
2022 Q4	$348K	Sell	3,051 -56	-2%	-$6.35K	0.03%	432
2022 Q3	$323K	Buy	3,107 +547	+21%	+$64K	0.04%	399
2022 Q2	$286K	Buy	2,560 +821	+47%	+$100K	0.03%	475
2022 Q1	$234K	Buy	1,739 +589	+51%	+$78.2K	0.02%	542
2021 Q4	$167K	Sell	1,150 -42	-4%	-$5.94K	0.01%	678
2021 Q3	$157K	Buy	+1,192	New	+$164K	0.01%	686
2021 Q2	–	Sell	-1,812	Closed	-$221K	–	604
2021 Q1	$221K	Sell	1,812 -34	-2%	-$4.02K	0.02%	543
2020 Q4	$215K	Buy	+1,846	New	+$203K	0.03%	502
2020 Q3	–	Sell	-3,105	Closed	-$298K	–	548
2020 Q2	$298K	Sell	3,105 -913	-23%	-$83.8K	0.05%	387
2020 Q1	$326K	Sell	4,018 -2,320	-37%	-$221K	0.07%	326
2019 Q4	$639K	Buy	+6,338	New	+$610K	0.11%	260
2019 Q2	–	Sell	-8,629	Closed	-$764K	–	357
2019 Q1	$764K	Buy	8,629 +693	+9%	+$58.3K	0.2%	141
2018 Q4	$609K	Sell	7,936 -531	-6%	-$44.1K	0.15%	189
2018 Q3	$765K	Buy	+8,467	New	+$744K	0.11%	248

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Koshinski Asset Management's QUAL Position: Q2 2026 in Review

Koshinski Asset Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.7% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,015 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #500.

Koshinski Asset Management first reported a position in QUAL in Q3 2018 and has held it in 27 quarters since. The position peaked at $765K in Q3 2018. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Koshinski Asset Management held 2,015 shares of iShares MSCI USA Quality Factor ETF worth $442K as of Q2 2026.
Koshinski Asset Management bought 53 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $11.1K.
iShares MSCI USA Quality Factor ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #500 holding.
Koshinski Asset Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2018 and has held it in 27 quarters since.
Koshinski Asset Management's iShares MSCI USA Quality Factor ETF position peaked at $765K in Q3 2018.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.