Legacy Capital Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Legacy Capital Wealth Partners’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	–	Sell	-1,819	Closed	-$361K	–	409
2025 Q4	$361K	Buy	1,819 +140	+8%	+$27.5K	0.08%	265
2025 Q3	$327K	Buy	1,679 +24	+1%	+$4.5K	0.07%	298
2025 Q2	$303K	Sell	1,655 -1,398	-46%	-$241K	0.07%	300
2025 Q1	$520K	Buy	3,053 +1,433	+88%	+$257K	0.13%	176
2024 Q4	$289K	Sell	1,620 -126	-7%	-$22.9K	0.07%	279
2024 Q3	$312K	Buy	+1,746	New	+$303K	0.06%	267
2022 Q4	–	Sell	-59,689	Closed	-$6.2M	–	62
2022 Q3	$6.2M	Buy	59,689 +40	+0.1%	+$4.68K	3.29%	10
2022 Q2	$6.67M	Sell	59,649 -184	-0.3%	-$22.5K	3.35%	11
2022 Q1	$8.05M	Buy	+59,833	New	+$7.94M	3.46%	10

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Capital Wealth Partners's QUAL Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 1,819 shares — an estimated $361K sold.

Legacy Capital Wealth Partners first reported a position in QUAL in Q1 2022 and held it in 9 quarters. The position peaked at $8.05M in Q1 2022. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Legacy Capital Wealth Partners reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 1,819 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $361K.
Legacy Capital Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2022 and held it in 9 quarters.
Legacy Capital Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $8.05M in Q1 2022.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.