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Marex Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Marex Group’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 		$211K Hold
1,100
– – ﹤0.01% 887
2025
Q4 		$218K Sell
1,100
-77
-7% -$15.1K ﹤0.01% 820
2025
Q3 		$229K Buy
+1,177
New +$221K ﹤0.01% 683
2025
Q2 		– Sell
-2,277
Closed -$389K – 875
2025
Q1 		$389K Hold
2,277
– – 0.01% 394
2024
Q4 		$405K Hold
2,277
– – 0.01% 390
2024
Q3 		$408K Buy
2,277
+77
+4% +$13.4K 0.01% 331
2024
Q2 		$376K Hold
2,200
– – 0.01% 357
2024
Q1 		$362K Sell
2,200
-277
-11% -$43.3K 0.01% 301
2023
Q4 		$364K Buy
+2,477
New +$343K 0.01% 359

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

Marex Group's QUAL Position: Q1 2026 in Review

Marex Group held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 1,100 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Marex Group first reported a position in QUAL in Q4 2023 and has held it in 9 quarters since. The position peaked at $408K in Q3 2024. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Marex Group held 1,100 shares of iShares MSCI USA Quality Factor ETF worth $211K as of Q1 2026.
  • Marex Group left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Marex Group's portfolio in Q1 2026, its #887 holding.
  • Marex Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 9 quarters since.
  • Marex Group's iShares MSCI USA Quality Factor ETF position peaked at $408K in Q3 2024.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.