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Leading Edge Financial Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Leading Edge Financial Planning’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
Q1 		$474K Buy
+2,470
New +$495K 0.1% 41
2025
Q3 		– Sell
-1,460
Closed -$267K – 65
2025
Q2 		$267K Buy
1,460
+120
+9% +$20.7K 0.07% 48
2025
Q1 		$229K Hold
1,340
– – 0.07% 52
2024
Q4 		$239K Hold
1,340
– – 0.08% 52
2024
Q3 		$240K Sell
1,340
-49
-4% -$8.5K 0.08% 47
2024
Q2 		$237K Buy
1,389
+45
+3% +$7.39K 0.1% 44
2024
Q1 		$221K Sell
1,344
-621
-32% -$97K 0.1% 44
2023
Q4 		$289K Sell
1,965
-2,916
-60% -$404K 0.15% 46
2023
Q3 		$643K Sell
4,881
-1,580
-24% -$216K 0.41% 34
2023
Q2 		$871K Sell
6,461
-154
-2% -$19.6K 0.57% 25
2023
Q1 		$821K Buy
6,615
+769
+13% +$92.3K 0.59% 28
2022
Q4 		$666K Buy
+5,846
New +$663K 0.58% 28

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Leading Edge Financial Planning's QUAL Position: Q1 2026 in Review

Leading Edge Financial Planning opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026: 2,470 shares worth $474K. The stake represents 0.1% of the portfolio and ranks #41 among its holdings. This is a return to the name: Leading Edge Financial Planning previously reported a position in QUAL as recently as Q2 2025.

Leading Edge Financial Planning first reported a position in QUAL in Q4 2022 and has held it in 12 quarters since. The position peaked at $871K in Q2 2023. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Leading Edge Financial Planning held 2,470 shares of iShares MSCI USA Quality Factor ETF worth $474K as of Q1 2026.
  • iShares MSCI USA Quality Factor ETF was a new Leading Edge Financial Planning position in Q1 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.1% of Leading Edge Financial Planning's portfolio in Q1 2026, its #41 holding.
  • Leading Edge Financial Planning first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 12 quarters since.
  • Leading Edge Financial Planning's iShares MSCI USA Quality Factor ETF position peaked at $871K in Q2 2023.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.