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Leuthold Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Leuthold Group’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 		$238K Hold
1,239
– – 0.03% 205
2025
Q4 		$246K Hold
1,239
– – 0.03% 199
2025
Q3 		$241K Buy
1,239
+30
+2% +$5.63K 0.03% 193
2025
Q2 		$221K Buy
+1,209
New +$209K 0.03% 201
2025
Q1 		– Sell
-1,272
Closed -$227K – 226
2024
Q4 		$227K Sell
1,272
-56
-4% -$10.2K 0.03% 188
2024
Q3 		$238K Hold
1,328
– – 0.03% 169
2024
Q2 		$227K Sell
1,328
-1
-0.1% -$164 0.03% 170
2024
Q1 		$218K Buy
+1,329
New +$208K 0.02% 172
2023
Q2 		– Sell
-1,653
Closed -$205K – 223
2023
Q1 		$205K Sell
1,653
-185
-10% -$22.2K 0.03% 186
2022
Q4 		$209K Buy
+1,838
New +$208K 0.03% 189
2022
Q3 		– Sell
-2,015
Closed -$225K – 199
2022
Q2 		$225K Buy
2,015
+20
+1% +$2.44K 0.03% 178
2022
Q1 		$269K Sell
1,995
-492
-20% -$65.3K 0.03% 177
2021
Q4 		$362K Sell
2,487
-24
-1% -$3.39K 0.04% 161
2021
Q3 		$331K Buy
2,511
+876
+54% +$120K 0.04% 158
2021
Q2 		$217K Sell
1,635
-293
-15% -$37.6K 0.03% 179
2021
Q1 		$235K Sell
1,928
-309
-14% -$36.5K 0.03% 174
2020
Q4 		$260K Hold
2,237
– – 0.03% 159
2020
Q3 		$232K Buy
2,237
+141
+7% +$14.4K 0.03% 160
2020
Q2 		$201K Buy
+2,096
New +$192K 0.03% 151
2020
Q1 		– Sell
-2,436
Closed -$246K – 176
2019
Q4 		$246K Sell
2,436
-345
-12% -$33.2K 0.03% 157
2019
Q3 		$257K Buy
2,781
+50
+2% +$4.6K 0.03% 167
2019
Q2 		$250K Buy
+2,731
New +$246K 0.03% 182

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

Leuthold Group's QUAL Position: Q1 2026 in Review

Leuthold Group held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 1,239 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #205.

Leuthold Group first reported a position in QUAL in Q2 2019 and has held it in 22 quarters since. The position peaked at $362K in Q4 2021. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Leuthold Group held 1,239 shares of iShares MSCI USA Quality Factor ETF worth $238K as of Q1 2026.
  • Leuthold Group left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of Leuthold Group's portfolio in Q1 2026, its #205 holding.
  • Leuthold Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2019 and has held it in 22 quarters since.
  • Leuthold Group's iShares MSCI USA Quality Factor ETF position peaked at $362K in Q4 2021.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.