LBC
QUAL icon

Lane Brothers & Co’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Lane Brothers & Co’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 		$940K Sell
4,285
-285
-6% -$59.8K 0.62% 30
2026
Q1 		$877K Sell
4,570
-398
-8% -$79.8K 0.64% 29
2025
Q4 		$987K Buy
+4,968
New +$976K 0.71% 28

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

Lane Brothers & Co's QUAL Position: Q2 2026 in Review

Lane Brothers & Co reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 6.2% in Q2 2026, selling an estimated $59.8K and leaving 4,285 shares worth $940K. The position accounts for 0.62% of the portfolio, ranked #30.

Lane Brothers & Co first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $987K in Q4 2025. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Lane Brothers & Co held 4,285 shares of iShares MSCI USA Quality Factor ETF worth $940K as of Q2 2026.
  • Lane Brothers & Co sold 285 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $59.8K.
  • iShares MSCI USA Quality Factor ETF made up 0.62% of Lane Brothers & Co's portfolio in Q2 2026, its #30 holding.
  • Lane Brothers & Co first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's iShares MSCI USA Quality Factor ETF position peaked at $987K in Q4 2025.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.