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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
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 $1.9T AUM 41.92% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lowe Brockenbrough & Co's QUAL Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 541 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #286.

Lowe Brockenbrough & Co first reported a position in QUAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $116K in Q2 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Lowe Brockenbrough & Co held 541 shares of iShares MSCI USA Quality Factor ETF worth $104K as of Q1 2026.
  • Lowe Brockenbrough & Co left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #286 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's iShares MSCI USA Quality Factor ETF position peaked at $116K in Q2 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.