Madison Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Madison Wealth Partners’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	$301K	Sell	1,371 -11	-0.8%	-$2.31K	0.04%	208
2026 Q1	$265K	Sell	1,382 -46	-3%	-$9.22K	0.04%	173
2025 Q4	$284K	Buy	1,428 +373	+35%	+$73.3K	0.05%	152
2025 Q3	$205K	Buy	+1,055	New	+$198K	0.04%	175
2025 Q2	–	Sell	-1,291	Closed	-$221K	–	177
2025 Q1	$221K	Buy	+1,291	New	+$231K	0.05%	145

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Madison Wealth Partners's QUAL Position: Q2 2026 in Review

Madison Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.8% in Q2 2026, selling an estimated $2.31K and leaving 1,371 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #208.

Madison Wealth Partners first reported a position in QUAL in Q1 2025 and has held it in 5 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Madison Wealth Partners held 1,371 shares of iShares MSCI USA Quality Factor ETF worth $301K as of Q2 2026.
Madison Wealth Partners sold 11 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2.31K.
iShares MSCI USA Quality Factor ETF made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #208 holding.
Madison Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.