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

Legacy Wealth Partners (Colorado)’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
-2,742
Closed -$526K – 204
2026
Q1 		$526K Buy
2,742
+128
+5% +$25.7K 0.13% 95
2025
Q4 		$519K Buy
+2,614
New +$514K 0.13% 95

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 Wealth Partners (Colorado)'s QUAL Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 2,742 shares — an estimated $526K sold.

Legacy Wealth Partners (Colorado) first reported a position in QUAL in Q4 2025 and held it in 2 quarters. The position peaked at $526K in Q1 2026. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 2,742 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $526K.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Partners (Colorado)'s iShares MSCI USA Quality Factor ETF position peaked at $526K in Q1 2026.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.