Regatta Research & Money Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Regatta Research & Money 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 Q2	$160K	Buy	+729	New	+$153K	0.15%	130

Other funds holding QUAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Regatta Research & Money Management's QUAL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 729 shares worth $160K. The stake represents 0.15% of the portfolio and ranks #130 among its holdings.

1,378 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Regatta Research & Money Management held 729 shares of iShares MSCI USA Quality Factor ETF worth $160K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.15% of Regatta Research & Money Management's portfolio in Q2 2026, its #130 holding.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.