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Legacy Wealth Management (Idaho)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-238
Closed -$45.7K – 767
2026
Q1 		$45.7K Hold
238
– – 0.02% 275
2025
Q4 		$47.3K Buy
238
+20
+9% +$3.93K 0.02% 224
2025
Q3 		$42.4K Hold
218
– – 0.02% 189
2025
Q2 		$39.9K Hold
218
– – 0.02% 172
2025
Q1 		$37.3K Buy
+218
New +$39K 0.03% 169
2024
Q4 		– Sell
-18
Closed -$3.31K – 803
2024
Q3 		$3.31K Buy
+18
New +$3.12K ﹤0.01% 434

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 Wealth Management (Idaho)'s QUAL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 238 shares — an estimated $45.7K sold.

Legacy Wealth Management (Idaho) first reported a position in QUAL in Q3 2024 and held it in 6 quarters. The position peaked at $47.3K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 238 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $45.7K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s iShares MSCI USA Quality Factor ETF position peaked at $47.3K in Q4 2025.
  • 1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.