Lifelong Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Lifelong Wealth 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
2026 Q2	$1.86M	Sell	8,464 -18,804	-69%	-$3.94M	0.44%	30
2026 Q1	$5.23M	Buy	27,268 +1,443	+6%	+$289K	1.39%	15
2025 Q4	$5.13M	Sell	25,825 -21,085	-45%	-$4.14M	1.36%	16
2025 Q3	$9.12M	Buy	46,910 +4,202	+10%	+$788K	2.71%	8
2025 Q2	$7.81M	Buy	42,708 +4,597	+12%	+$793K	2.59%	8
2025 Q1	$6.51M	Buy	38,111 +3,212	+9%	+$575K	3.05%	4
2024 Q4	$6.21M	Buy	+34,899	New	+$6.34M	2.79%	5

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lifelong Wealth Advisors's QUAL Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 69% in Q2 2026, selling an estimated $3.94M and leaving 8,464 shares worth $1.86M. The position accounts for 0.44% of the portfolio, ranked #30.

Lifelong Wealth Advisors first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.12M in Q3 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Lifelong Wealth Advisors held 8,464 shares of iShares MSCI USA Quality Factor ETF worth $1.86M as of Q2 2026.
Lifelong Wealth Advisors sold 18,804 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.94M.
iShares MSCI USA Quality Factor ETF made up 0.44% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Lifelong Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $9.12M in Q3 2025.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.