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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s QUAL Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 238 shares worth $45.7K. The position accounts for 0.02% of the portfolio, ranked #275.

Legacy Wealth Management (Idaho) first reported a position in QUAL in Q3 2024 and has held it in 6 quarters since. The position peaked at $47.3K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 238 shares of iShares MSCI USA Quality Factor ETF worth $45.7K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #275 holding.
  • Legacy Wealth Management (Idaho) first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 6 quarters since.
  • Legacy Wealth Management (Idaho)'s iShares MSCI USA Quality Factor ETF position peaked at $47.3K in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.