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

LongView 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
Q3 		– Sell
-3,680
Closed -$202K – 238
2026
Q2 		$202K Sell
3,680
-6,876
-65% -$361K 0.05% 226
2026
Q1 		$536K Buy
10,556
+964
+10% +$48.3K 0.13% 132
2025
Q4 		$490K Buy
9,592
+2,968
+45% +$146K 0.12% 145
2025
Q3 		$322K Sell
6,624
-3,112
-32% -$146K 0.09% 164
2025
Q2 		$445K Buy
9,736
+1,952
+25% +$84.2K 0.13% 131
2025
Q1 		$333K Buy
7,784
+1,368
+21% +$61.2K 0.1% 157
2024
Q4 		$286K Buy
+6,416
New +$291K 0.09% 167

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LongView Wealth Management's QUAL Position: Q3 2026 in Review

LongView Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2026, closing a stake of 3,680 shares — an estimated $202K sold.

LongView Wealth Management first reported a position in QUAL in Q4 2024 and held it in 7 quarters. The position peaked at $536K in Q1 2026. 1,479 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • LongView Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2026 after selling out during the quarter.
  • LongView Wealth Management sold 3,680 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $202K.
  • LongView Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and held it in 7 quarters.
  • LongView Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $536K in Q1 2026.
  • 1,479 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.