Maridea Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Maridea Wealth 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 Q1	$1.2M	Buy	6,239 +916	+17%	+$184K	0.17%	138
2025 Q4	$1.06M	Buy	5,323 +138	+3%	+$27.1K	0.16%	144
2025 Q3	$1.01M	Buy	5,185 +1,109	+27%	+$208K	0.16%	139
2025 Q2	$745K	Buy	4,076 +1,373	+51%	+$237K	0.19%	101
2025 Q1	$462K	Buy	2,703 +1,167	+76%	+$209K	0.15%	136
2024 Q4	$274K	Buy	+1,536	New	+$279K	0.09%	188

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

Maridea Wealth Management's QUAL Position: Q1 2026 in Review

Maridea Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 17% in Q1 2026, buying an estimated $184K and bringing the position to 6,239 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #138.

Maridea Wealth Management first reported a position in QUAL in Q4 2024 and has held it in 6 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Maridea Wealth Management held 6,239 shares of iShares MSCI USA Quality Factor ETF worth $1.2M as of Q1 2026.
Maridea Wealth Management bought 916 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $184K.
iShares MSCI USA Quality Factor ETF made up 0.17% of Maridea Wealth Management's portfolio in Q1 2026, its #138 holding.
Maridea Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

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