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L & S Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

L & S 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 		$1.45M Buy
6,596
+57
+0.9% +$12K 0.15% 137
2026
Q1 		$1.25M Buy
6,539
+91
+1% +$18.2K 0.16% 133
2025
Q4 		$1.28M Sell
6,448
-38
-0.6% -$7.47K 0.12% 176
2025
Q3 		$1.26M Buy
6,486
+410
+7% +$76.9K 0.12% 152
2025
Q2 		$1.11M Buy
6,076
+304
+5% +$52.5K 0.11% 170
2025
Q1 		$986K Sell
5,772
-170
-3% -$30.4K 0.12% 173
2024
Q4 		$1.06M Buy
5,942
+31
+0.5% +$5.63K 0.12% 172
2024
Q3 		$1.06M Buy
5,911
+68
+1% +$11.8K 0.11% 188
2024
Q2 		$998K Buy
5,843
+10
+0.2% +$1.64K 0.11% 180
2024
Q1 		$959K Buy
5,833
+26
+0.4% +$4.06K 0.11% 189
2023
Q4 		$854K Sell
5,807
-442
-7% -$61.2K 0.1% 178
2023
Q3 		$824K Sell
6,249
-876
-12% -$120K 0.12% 175
2023
Q2 		$961K Sell
7,125
-3,150
-31% -$401K 0.13% 160
2023
Q1 		$1.27M Buy
+10,275
New +$1.23M 0.18% 127

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

L & S Advisors's QUAL Position: Q2 2026 in Review

L & S Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.87% in Q2 2026, buying an estimated $12K and bringing the position to 6,596 shares worth $1.45M. The position accounts for 0.15% of the portfolio, ranked #137.

L & S Advisors first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • L & S Advisors held 6,596 shares of iShares MSCI USA Quality Factor ETF worth $1.45M as of Q2 2026.
  • L & S Advisors bought 57 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $12K.
  • iShares MSCI USA Quality Factor ETF made up 0.15% of L & S Advisors's portfolio in Q2 2026, its #137 holding.
  • L & S Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.