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Lord & Richards Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Lord & Richards 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
Q2 		– Sell
-5,314
Closed -$908K – 137
2025
Q1 		$908K Buy
5,314
+436
+9% +$78.1K 1.03% 33
2024
Q4 		$869K Buy
+4,878
New +$886K 1.83% 15

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lord & Richards Wealth Management's QUAL Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2025, closing a stake of 5,314 shares — an estimated $908K sold.

Lord & Richards Wealth Management first reported a position in QUAL in Q4 2024 and held it in 2 quarters. The position peaked at $908K in Q1 2025. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 5,314 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $908K.
  • Lord & Richards Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $908K in Q1 2025.
  • 1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.