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Legacy Edge Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Legacy Edge 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 		$22.1M Sell
100,803
-44
-0% -$9.23K 2.03% 12
2026
Q1 		$19.3M Sell
100,847
-13,043
-11% -$2.61M 2.03% 12
2025
Q4 		$22.6M Buy
113,890
+2,293
+2% +$451K 2.48% 9
2025
Q3 		$21.7M Buy
111,597
+4,851
+5% +$910K 2.56% 8
2025
Q2 		$19.5M Buy
106,746
+4,769
+5% +$823K 2.61% 10
2025
Q1 		$17.4M Buy
101,977
+1,921
+2% +$344K 2.72% 10
2024
Q4 		$17.9M Sell
100,056
-664
-0.7% -$121K 2.84% 10
2024
Q3 		$18.1M Buy
100,720
+9,566
+10% +$1.66M 2.88% 10
2024
Q2 		$15.6M Buy
91,154
+11,861
+15% +$1.95M 2.87% 10
2024
Q1 		$13M Buy
79,293
+17,960
+29% +$2.81M 2.72% 12
2023
Q4 		$9.02M Buy
+61,333
New +$8.49M 2.07% 16

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 22.9% 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

Legacy Edge Advisors's QUAL Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.04% in Q2 2026, selling an estimated $9.23K and leaving 100,803 shares worth $22.1M. The position accounts for 2.03% of the portfolio, ranked #12.

Legacy Edge Advisors first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.6M in Q4 2025. 1,647 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Legacy Edge Advisors held 100,803 shares of iShares MSCI USA Quality Factor ETF worth $22.1M as of Q2 2026.
  • Legacy Edge Advisors sold 44 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $9.23K.
  • iShares MSCI USA Quality Factor ETF made up 2.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #12 holding.
  • Legacy Edge Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's iShares MSCI USA Quality Factor ETF position peaked at $22.6M in Q4 2025.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.