Litman Gregory Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Litman Gregory 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
2025 Q4	$102K	Buy	+515	New	+$101K	0.01%	181

Other funds holding QUAL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Litman Gregory Wealth Management's QUAL Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025: 515 shares worth $102K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings.

1,633 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

Litman Gregory Wealth Management held 515 shares of iShares MSCI USA Quality Factor ETF worth $102K as of Q4 2025.
iShares MSCI USA Quality Factor ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares MSCI USA Quality Factor ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #181 holding.
1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.