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Lowe Brockenbrough & Co’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Lowe Brockenbrough & Co’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 		$119K Hold
541
– – 0.01% 291
2026
Q1 		$104K Hold
541
– – 0.01% 286
2025
Q4 		$107K Hold
541
– – 0.01% 288
2025
Q3 		$105K Sell
541
-94
-15% -$17.6K 0.01% 296
2025
Q2 		$116K Buy
+635
New +$110K 0.01% 279

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

Lowe Brockenbrough & Co's QUAL Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 541 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #291.

Lowe Brockenbrough & Co first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Lowe Brockenbrough & Co held 541 shares of iShares MSCI USA Quality Factor ETF worth $119K as of Q2 2026.
  • Lowe Brockenbrough & Co left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #291 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.