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LPWM LLC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

LPWM LLC’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 		$1.37M Buy
7,125
+308
+5% +$61.7K 0.34% 38
2025
Q4 		$1.35M Buy
6,817
+540
+9% +$106K 0.34% 39
2025
Q3 		$1.22M Buy
6,277
+135
+2% +$25.3K 0.33% 37
2025
Q2 		$1.12M Sell
6,142
-2
-0% -$345 0.33% 37
2025
Q1 		$1.05M Buy
6,144
+467
+8% +$83.6K 0.34% 36
2024
Q4 		$1.01M Buy
5,677
+689
+14% +$125K 0.32% 37
2024
Q3 		$890K Buy
4,988
+6
+0.1% +$1.04K 0.29% 37
2024
Q2 		$863K Buy
+4,982
New +$818K 0.3% 38

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

LPWM LLC's QUAL Position: Q1 2026 in Review

LPWM LLC increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.5% in Q1 2026, buying an estimated $61.7K and bringing the position to 7,125 shares worth $1.37M. The position accounts for 0.34% of the portfolio, ranked #38.

LPWM LLC first reported a position in QUAL in Q2 2024 and has held it in 8 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • LPWM LLC held 7,125 shares of iShares MSCI USA Quality Factor ETF worth $1.37M as of Q1 2026.
  • LPWM LLC bought 308 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $61.7K.
  • iShares MSCI USA Quality Factor ETF made up 0.34% of LPWM LLC's portfolio in Q1 2026, its #38 holding.
  • LPWM LLC first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.