Maple Capital Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Maple Capital 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	$269K	Sell	1,227 -10	-0.8%	-$2.1K	0.02%	104
2026 Q1	$237K	Sell	1,237 -58	-4%	-$11.6K	0.02%	103
2025 Q4	$257K	Buy	1,295 +18	+1%	+$3.54K	0.02%	104
2025 Q3	$248K	Sell	1,277 -2,266	-64%	-$425K	0.02%	99
2025 Q2	$648K	Sell	3,543 -360	-9%	-$62.1K	0.04%	68
2025 Q1	$667K	Buy	3,903 +2,610	+202%	+$467K	0.05%	68
2024 Q4	$230K	Hold	1,293	–	–	0.02%	103
2024 Q3	$232K	Sell	1,293 -176	-12%	-$30.5K	0.02%	103
2024 Q2	$251K	Buy	+1,469	New	+$241K	0.02%	106

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

Maple Capital Management's QUAL Position: Q2 2026 in Review

Maple Capital Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.81% in Q2 2026, selling an estimated $2.1K and leaving 1,227 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #104.

Maple Capital Management first reported a position in QUAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $667K in Q1 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Maple Capital Management held 1,227 shares of iShares MSCI USA Quality Factor ETF worth $269K as of Q2 2026.
Maple Capital Management sold 10 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2.1K.
iShares MSCI USA Quality Factor ETF made up 0.02% of Maple Capital Management's portfolio in Q2 2026, its #104 holding.
Maple Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
Maple Capital Management's iShares MSCI USA Quality Factor ETF position peaked at $667K in Q1 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Maple Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.