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LifeWealth Investments’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

LifeWealth Investments’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 		– Sell
-1,195
Closed -$237K – 161
2025
Q4 		$237K Sell
1,195
-99
-8% -$19.5K 0.08% 139
2025
Q3 		$252K Sell
1,294
-194
-13% -$36.4K 0.08% 121
2025
Q2 		$272K Buy
1,488
+235
+19% +$40.6K 0.1% 122
2025
Q1 		$214K Buy
+1,253
New +$224K 0.1% 123

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 22.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LifeWealth Investments's QUAL Position: Q1 2026 in Review

LifeWealth Investments sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 1,195 shares — an estimated $237K sold.

LifeWealth Investments first reported a position in QUAL in Q1 2025 and held it in 4 quarters. The position peaked at $272K in Q2 2025. 1,656 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • LifeWealth Investments reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • LifeWealth Investments sold 1,195 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $237K.
  • LifeWealth Investments first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and held it in 4 quarters.
  • LifeWealth Investments's iShares MSCI USA Quality Factor ETF position peaked at $272K in Q2 2025.
  • 1,656 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on LifeWealth Investments's 13F filing for Q1 2026, filed 21 Apr 2026.