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Landaas & Company’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Landaas & Company’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 		$68.2M Buy
310,816
+2,790
+0.9% +$585K 12.41% 3
2026
Q1 		$59.1M Sell
308,026
-3,688
-1% -$739K 12.96% 3
2025
Q4 		$61.9M Sell
311,714
-18,103
-5% -$3.56M 13.62% 3
2025
Q3 		$64.2M Sell
329,817
-24,415
-7% -$4.58M 14.58% 3
2025
Q2 		$64.8M Buy
354,232
+644
+0.2% +$111K 15.47% 3
2025
Q1 		$60.4M Buy
353,588
+11,367
+3% +$2.04M 16.71% 3
2024
Q4 		$60.9M Buy
342,221
+25,136
+8% +$4.57M 16.87% 3
2024
Q3 		$56.9M Buy
317,085
+36,037
+13% +$6.25M 15.83% 3
2024
Q2 		$48M Buy
281,048
+40,461
+17% +$6.64M 14.62% 3
2024
Q1 		$39.5M Buy
240,587
+43,236
+22% +$6.75M 12.86% 3
2023
Q4 		$29M Buy
197,351
+48,385
+32% +$6.7M 10.77% 4
2023
Q3 		$19.6M Buy
148,966
+46,412
+45% +$6.34M 8.52% 4
2023
Q2 		$13.8M Buy
102,554
+42,950
+72% +$5.46M 6.1% 4
2023
Q1 		$7.39M Buy
+59,604
New +$7.16M 3.61% 4

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

Landaas & Company's QUAL Position: Q2 2026 in Review

Landaas & Company increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.91% in Q2 2026, buying an estimated $585K and bringing the position to 310,816 shares worth $68.2M. The position accounts for 12.41% of the portfolio, ranked #3.

Landaas & Company first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Landaas & Company held 310,816 shares of iShares MSCI USA Quality Factor ETF worth $68.2M as of Q2 2026.
  • Landaas & Company bought 2,790 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $585K.
  • iShares MSCI USA Quality Factor ETF made up 12.41% of Landaas & Company's portfolio in Q2 2026, its #3 holding.
  • Landaas & Company first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.