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 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 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 Financial Group (Iowa)'s QUAL Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.3% in Q1 2026, buying an estimated $295K and bringing the position to 45,697 shares worth $8.77M. The position accounts for 1.1% of the portfolio, ranked #25.

Legacy Financial Group (Iowa) first reported a position in QUAL in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.2M in Q2 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Legacy Financial Group (Iowa) held 45,697 shares of iShares MSCI USA Quality Factor ETF worth $8.77M as of Q1 2026.
Legacy Financial Group (Iowa) bought 1,472 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $295K.
iShares MSCI USA Quality Factor ETF made up 1.1% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #25 holding.
Legacy Financial Group (Iowa) first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
Legacy Financial Group (Iowa)'s iShares MSCI USA Quality Factor ETF position peaked at $18.2M in Q2 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.