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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$126M Sell
654,854
-32,245
-5% -$6.46M 0.15% 129
2025
Q4
$136M Buy
687,099
+135,216
+25% +$26.6M 0.16% 117
2025
Q3
$107M Sell
551,883
-3,499
-0.6% -$656K 0.14% 133
2025
Q2
$102M Buy
555,382
+41,878
+8% +$7.23M 0.15% 129
2025
Q1
$87.7M Buy
513,504
+44,359
+9% +$7.94M 0.15% 134
2024
Q4
$83.5M Buy
469,145
+43,343
+10% +$7.87M 0.14% 132
2024
Q3
$76.3M Buy
425,802
+11,765
+3% +$2.04M 0.14% 142
2024
Q2
$70.7M Buy
414,037
+29,246
+8% +$4.8M 0.14% 145
2024
Q1
$63.2M Buy
384,791
+240,357
+166% +$37.6M 0.13% 152
2023
Q4
$21.3M Sell
144,434
-1,847
-1% -$256K 0.05% 297
2023
Q3
$19.3M Buy
146,281
+289
+0.2% +$39.5K 0.05% 291
2023
Q2
$19.7M Buy
145,992
+20,156
+16% +$2.56M 0.05% 287
2023
Q1
$15.6M Buy
125,836
+35,183
+39% +$4.22M 0.05% 336
2022
Q4
$10.4M Buy
90,653
+48,051
+113% +$5.45M 0.03% 398
2022
Q3
$4.43M Sell
42,602
-983
-2% -$115K 0.02% 543
2022
Q2
$4.87M Buy
43,585
+14,314
+49% +$1.75M 0.02% 497
2022
Q1
$3.94M Buy
29,271
+216
+0.7% +$28.7K 0.01% 555
2021
Q4
$4.23M Buy
29,055
+5,434
+23% +$768K 0.02% 478
2021
Q3
$3.11M Sell
23,621
-248
-1% -$34.1K 0.02% 448
2021
Q2
$3.17M Buy
23,869
+2,095
+10% +$269K 0.02% 396
2021
Q1
$2.65M Buy
21,774
+1,421
+7% +$168K 0.02% 401
2020
Q4
$2.37M Buy
20,353
+1,700
+9% +$187K 0.02% 400
2020
Q3
$1.94M Sell
18,653
-271
-1% -$27.8K 0.02% 381
2020
Q2
$1.81M Buy
18,924
+4,647
+33% +$427K 0.02% 397
2020
Q1
$1.16M Buy
14,277
+82
+0.6% +$7.83K 0.01% 452
2019
Q4
$1.43M Sell
14,195
-331
-2% -$31.9K 0.01% 440
2019
Q3
$1.34M Buy
14,526
+3,203
+28% +$295K 0.02% 429
2019
Q2
$1.04M Buy
11,323
+1,050
+10% +$94.5K 0.01% 530
2019
Q1
$910K Buy
10,273
+1,464
+17% +$123K 0.01% 516
2018
Q4
$676K Buy
8,809
+510
+6% +$42.3K 0.01% 510
2018
Q3
$750K Buy
8,299
+1,057
+15% +$92.8K 0.02% 482
2018
Q2
$604K Sell
7,242
-4
-0.1% -$335 0.02% 500
2018
Q1
$599K Buy
7,246
+4
+0.1% +$339 0.02% 404
2017
Q4
$600K Buy
+7,242
New +$584K 0.02% 361

Other funds holding QUAL

Mariner's QUAL Position: Q1 2026 in Review

Mariner reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.7% in Q1 2026, selling an estimated $6.46M and leaving 654,854 shares worth $126M. The position accounts for 0.15% of the portfolio, ranked #129.

Mariner first reported a position in QUAL in Q4 2017 and has held it in 34 quarters since. The position peaked at $136M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Mariner held 654,854 shares of iShares MSCI USA Quality Factor ETF worth $126M as of Q1 2026.
  • Mariner sold 32,245 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $6.46M.
  • iShares MSCI USA Quality Factor ETF made up 0.15% of Mariner's portfolio in Q1 2026, its #129 holding.
  • Mariner first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2017 and has held it in 34 quarters since.
  • Mariner's iShares MSCI USA Quality Factor ETF position peaked at $136M in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

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