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Laurel Oak Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Laurel Oak Wealth Management’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 		$295K Sell
1,343
-117
-8% -$24.5K 0.04% 288
2026
Q1 		$280K Sell
1,460
-71
-5% -$14.2K 0.05% 287
2025
Q4 		$304K Buy
+1,531
New +$301K 0.05% 262

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

Laurel Oak Wealth Management's QUAL Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 8% in Q2 2026, selling an estimated $24.5K and leaving 1,343 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #288.

Laurel Oak Wealth Management first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q4 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Laurel Oak Wealth Management held 1,343 shares of iShares MSCI USA Quality Factor ETF worth $295K as of Q2 2026.
  • Laurel Oak Wealth Management sold 117 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $24.5K.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Laurel Oak Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $304K in Q4 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.