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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
Q2 		$292K Buy
1,332
+232
+21% +$48.7K ﹤0.01% 873
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 $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marex Group's QUAL Position: Q2 2026 in Review

Marex Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 21% in Q2 2026, buying an estimated $48.7K and bringing the position to 1,332 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Marex Group first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $408K in Q3 2024. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Marex Group held 1,332 shares of iShares MSCI USA Quality Factor ETF worth $292K as of Q2 2026.
  • Marex Group bought 232 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $48.7K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #873 holding.
  • Marex Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Marex Group's iShares MSCI USA Quality Factor ETF position peaked at $408K in Q3 2024.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.