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Life Line Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Life Line Wealth Management’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 		$47.9M Buy
249,841
+9,850
+4% +$1.97M 21.4% 1
2025
Q4 		$47.7M Sell
239,991
-4,657
-2% -$915K 14.08% 3
2025
Q3 		$47.6M Sell
244,648
-446
-0.2% -$83.7K 14.51% 3
2025
Q2 		$44.8M Buy
245,094
+216,102
+745% +$37.3M 14.51% 2
2025
Q1 		$4.95M Sell
28,992
-178,162
-86% -$31.9M 1.82% 9
2024
Q4 		$36.9M Buy
207,154
+204,693
+8,317% +$37.2M 13.16% 4
2024
Q3 		$441K Sell
2,461
-148,412
-98% -$25.7M 0.16% 13
2024
Q2 		$25.8M Buy
150,873
+145,647
+2,787% +$23.9M 9.73% 6
2024
Q1 		$859K Sell
5,226
-6,298
-55% -$984K 0.33% 10
2023
Q4 		$1.7M Buy
+11,524
New +$1.6M 0.67% 6

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

Life Line Wealth Management's QUAL Position: Q1 2026 in Review

Life Line Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.1% in Q1 2026, buying an estimated $1.97M and bringing the position to 249,841 shares worth $47.9M. The position accounts for 21.4% of the portfolio, ranked #1.

Life Line Wealth Management first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Life Line Wealth Management held 249,841 shares of iShares MSCI USA Quality Factor ETF worth $47.9M as of Q1 2026.
  • Life Line Wealth Management bought 9,850 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $1.97M.
  • iShares MSCI USA Quality Factor ETF made up 21.4% of Life Line Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Life Line Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.