Magnolia Private Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Magnolia Private Wealth’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	$265K	Buy	+1,380	New	+$277K	0.18%	109

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Magnolia Private Wealth's QUAL Position: Q1 2026 in Review

Magnolia Private Wealth opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026: 1,380 shares worth $265K. The stake represents 0.18% of the portfolio and ranks #109 among its holdings.

1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Magnolia Private Wealth held 1,380 shares of iShares MSCI USA Quality Factor ETF worth $265K as of Q1 2026.
iShares MSCI USA Quality Factor ETF was a new Magnolia Private Wealth position in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 0.18% of Magnolia Private Wealth's portfolio in Q1 2026, its #109 holding.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.