Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Legacy Financial Group (Iowa)’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 		$695K Sell
3,168
-42,529
-93% -$8.92M 0.08% 80
2026
Q1 		$8.77M Buy
45,697
+1,472
+3% +$295K 1.1% 25
2025
Q4 		$8.92M Sell
44,225
-39,484
-47% -$7.76M 1.1% 25
2025
Q3 		$16.3M Sell
83,709
-15,800
-16% -$2.96M 2.13% 16
2025
Q2 		$18.2M Buy
99,509
+6,560
+7% +$1.13M 2.54% 14
2025
Q1 		$15.9M Buy
92,949
+13,310
+17% +$2.38M 2.44% 15
2024
Q4 		$14.2M Buy
79,639
+2,927
+4% +$532K 2.3% 15
2024
Q3 		$13.8M Buy
76,712
+3,245
+4% +$563K 2.65% 14
2024
Q2 		$12.5M Buy
73,467
+2,000
+3% +$328K 2.47% 12
2024
Q1 		$11.7M Buy
71,467
+67,726
+1,810% +$10.6M 2.38% 14
2023
Q4 		$550K Sell
3,741
-63,968
-94% -$8.86M 2.49% 12
2023
Q3 		$8.92M Sell
67,709
-13,135
-16% -$1.79M 2.1% 16
2023
Q2 		$10.9M Buy
80,844
+29,334
+57% +$3.73M 2.81% 15
2023
Q1 		$6.39M Buy
+51,510
New +$6.18M 1.75% 19

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

Legacy Financial Group (Iowa)'s QUAL Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 93% in Q2 2026, selling an estimated $8.92M and leaving 3,168 shares worth $695K. The position accounts for 0.08% of the portfolio, ranked #80.

Legacy Financial Group (Iowa) first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.2M in Q2 2025. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Legacy Financial Group (Iowa) held 3,168 shares of iShares MSCI USA Quality Factor ETF worth $695K as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 42,529 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $8.92M.
  • iShares MSCI USA Quality Factor ETF made up 0.08% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #80 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • Legacy Financial Group (Iowa)'s iShares MSCI USA Quality Factor ETF position peaked at $18.2M in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.