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LGT Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

LGT Financial Advisors’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
2025
Q4 		– Sell
-7,320
Closed -$1.42M – 342
2025
Q3 		$1.42M Buy
7,320
+603
+9% +$113K 3.07% 5
2025
Q2 		$1.23M Buy
6,717
+733
+12% +$127K 3.12% 5
2025
Q1 		$1.02M Buy
5,984
+527
+10% +$94.3K 3.12% 6
2024
Q4 		$972K Buy
5,457
+1,315
+32% +$239K 2.15% 8
2024
Q3 		$743K Buy
4,142
+481
+13% +$83.4K 1.83% 13
2024
Q2 		$626K Sell
3,661
-1,426
-28% -$234K 1.32% 15
2024
Q1 		$836K Buy
5,087
+821
+19% +$128K 0.97% 18
2023
Q4 		$628K Buy
4,266
+1,688
+65% +$234K 0.77% 22
2023
Q3 		$340K Buy
2,578
+248
+11% +$33.9K 0.43% 48
2023
Q2 		$314K Buy
+2,330
New +$296K 0.33% 80
2023
Q1 		– Sell
-23
Closed -$2.67K – 169
2022
Q4 		$2.67K Buy
+23
New +$2.61K ﹤0.01% 173

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LGT Financial Advisors's QUAL Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 7,320 shares — an estimated $1.42M sold.

LGT Financial Advisors first reported a position in QUAL in Q4 2022 and held it in 11 quarters. The position peaked at $1.42M in Q3 2025. 1,630 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 7,320 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $1.42M.
  • LGT Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.42M in Q3 2025.
  • 1,630 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.