Kovitz Investment Group Partners
QUAL icon

Kovitz Investment Group Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kovitz Investment Group 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 		$766K Buy
3,490
+446
+15% +$93.5K 0.02% 345
2026
Q1 		$584K Sell
3,044
-325
-10% -$65.1K 0.01% 381
2025
Q4 		$669K Sell
3,369
-346,165
-99% -$68M 0.01% 363
2025
Q3 		$68M Buy
349,534
+3,918
+1% +$735K 0.27% 81
2025
Q2 		$63.2M Sell
345,616
-26,682
-7% -$4.6M 0.27% 85
2025
Q1 		$63.6M Buy
372,298
+51,221
+16% +$9.17M 0.32% 77
2024
Q4 		$57.2M Buy
321,077
+2,097
+0.7% +$381K 0.28% 81
2024
Q3 		$57.1M Buy
318,980
+198,197
+164% +$34.4M 0.41% 59
2024
Q2 		$20.7M Buy
120,783
+93,510
+343% +$15.4M 0.18% 95
2024
Q1 		$4.48M Buy
27,273
+23,577
+638% +$3.68M 0.06% 217
2023
Q4 		$544K Hold
3,696
– – 0.01% 325
2023
Q3 		$487K Hold
3,696
– – 0.01% 330
2023
Q2 		$498K Hold
3,696
– – 0.01% 339
2023
Q1 		$459K Hold
3,696
– – 0.01% 349
2022
Q4 		$421K Hold
3,696
– – 0.01% 343
2022
Q3 		$384K Hold
3,696
– – 0.01% 341
2022
Q2 		$413K Sell
3,696
-159
-4% -$19.4K 0.01% 346
2022
Q1 		$519K Buy
+3,855
New +$512K 0.01% 336

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 22.9% 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

Kovitz Investment Group Partners's QUAL Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 15% in Q2 2026, buying an estimated $93.5K and bringing the position to 3,490 shares worth $766K. The position accounts for 0.02% of the portfolio, ranked #345.

Kovitz Investment Group Partners first reported a position in QUAL in Q1 2022 and has held it in 18 quarters since. The position peaked at $68M in Q3 2025. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Kovitz Investment Group Partners held 3,490 shares of iShares MSCI USA Quality Factor ETF worth $766K as of Q2 2026.
  • Kovitz Investment Group Partners bought 446 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $93.5K.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #345 holding.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • Kovitz Investment Group Partners's iShares MSCI USA Quality Factor ETF position peaked at $68M in Q3 2025.
  • 1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.