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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
Q2 		$482K Sell
2,197
-273
-11% -$57.3K 0.09% 41
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 $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

Leading Edge Financial Planning's QUAL Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 11% in Q2 2026, selling an estimated $57.3K and leaving 2,197 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #41.

Leading Edge Financial Planning first reported a position in QUAL in Q4 2022 and has held it in 13 quarters since. The position peaked at $871K in Q2 2023. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Leading Edge Financial Planning held 2,197 shares of iShares MSCI USA Quality Factor ETF worth $482K as of Q2 2026.
  • Leading Edge Financial Planning sold 273 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $57.3K.
  • iShares MSCI USA Quality Factor ETF made up 0.09% of Leading Edge Financial Planning's portfolio in Q2 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 13 quarters since.
  • Leading Edge Financial Planning's iShares MSCI USA Quality Factor ETF position peaked at $871K in Q2 2023.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.