LSIA
QUAL icon

LaSalle St. Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

LaSalle St. Investment 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 		$2.07M Buy
9,453
+3,040
+47% +$638K 0.25% 71
2026
Q1 		$1.23M Buy
6,413
+786
+14% +$158K 0.17% 98
2025
Q4 		$1.12M Sell
5,627
-578
-9% -$114K 0.18% 87
2025
Q3 		$1.21M Buy
6,205
+561
+10% +$105K 0.22% 74
2025
Q2 		$1.03M Buy
5,644
+1,534
+37% +$265K 0.28% 69
2025
Q1 		$702K Buy
4,110
+896
+28% +$160K 0.17% 119
2024
Q4 		$572K Buy
3,214
+234
+8% +$42.5K 0.18% 116
2024
Q3 		$534K Buy
+2,980
New +$517K 0.21% 89

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

LaSalle St. Investment Advisors's QUAL Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 47% in Q2 2026, buying an estimated $638K and bringing the position to 9,453 shares worth $2.07M. The position accounts for 0.25% of the portfolio, ranked #71.

LaSalle St. Investment Advisors first reported a position in QUAL in Q3 2024 and has held it in 8 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • LaSalle St. Investment Advisors held 9,453 shares of iShares MSCI USA Quality Factor ETF worth $2.07M as of Q2 2026.
  • LaSalle St. Investment Advisors bought 3,040 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $638K.
  • iShares MSCI USA Quality Factor ETF made up 0.25% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • LaSalle St. Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.