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LifePlan Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

LifePlan Investment 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 		$845K Sell
3,849
-9,099
-70% -$1.91M 0.29% 78
2026
Q1 		$2.48M Sell
12,948
-7,276
-36% -$1.46M 0.98% 37
2025
Q4 		$4.02M Buy
20,224
+2,478
+14% +$487K 1.64% 20
2025
Q3 		$3.45M Sell
17,746
-1,605
-8% -$301K 1.45% 28
2025
Q2 		$3.54M Buy
19,351
+1,547
+9% +$267K 1.76% 20
2025
Q1 		$3.04M Buy
17,804
+4,992
+39% +$894K 1.75% 21
2024
Q4 		$2.28M Buy
12,812
+1,060
+9% +$193K 1.41% 27
2024
Q3 		$2.11M Buy
11,752
+777
+7% +$135K 1.35% 25
2024
Q2 		$1.87M Buy
10,975
+716
+7% +$118K 1.35% 26
2024
Q1 		$1.69M Buy
10,259
+225
+2% +$35.2K 1.34% 25
2023
Q4 		$1.48M Buy
10,034
+1,567
+19% +$217K 1.35% 22
2023
Q3 		$1.12M Buy
8,467
+2,054
+32% +$280K 1.19% 24
2023
Q2 		$865K Buy
+6,413
New +$816K 0.97% 26

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

LifePlan Investment Advisors's QUAL Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 70% in Q2 2026, selling an estimated $1.91M and leaving 3,849 shares worth $845K. The position accounts for 0.29% of the portfolio, ranked #78.

LifePlan Investment Advisors first reported a position in QUAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.02M in Q4 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • LifePlan Investment Advisors held 3,849 shares of iShares MSCI USA Quality Factor ETF worth $845K as of Q2 2026.
  • LifePlan Investment Advisors sold 9,099 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.91M.
  • iShares MSCI USA Quality Factor ETF made up 0.29% of LifePlan Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • LifePlan Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • LifePlan Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $4.02M in Q4 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.