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 Q2	$2.05M	Buy	9,351 +3,112	+50%	+$653K	0.22%	113
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 $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

Maridea Wealth Management's QUAL Position: Q2 2026 in Review

Maridea Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 50% in Q2 2026, buying an estimated $653K and bringing the position to 9,351 shares worth $2.05M. The position accounts for 0.22% of the portfolio, ranked #113.

Maridea Wealth Management first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,647 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Maridea Wealth Management held 9,351 shares of iShares MSCI USA Quality Factor ETF worth $2.05M as of Q2 2026.
Maridea Wealth Management bought 3,112 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $653K.
iShares MSCI USA Quality Factor ETF made up 0.22% of Maridea Wealth Management's portfolio in Q2 2026, its #113 holding.
Maridea Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.