Mark Sheptoff Financial Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Mark Sheptoff Financial Planning’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	$58.9K	Hold	284	–	–	0.03%	167
2025 Q4	$56.4K	Hold	284	–	–	0.03%	189
2025 Q3	$55.2K	Hold	284	–	–	0.03%	185
2025 Q2	$51.9K	Hold	284	–	–	0.03%	184
2025 Q1	$48.5K	Hold	284	–	–	0.03%	172
2024 Q4	$50.6K	Buy	284 +45	+19%	+$8.17K	0.03%	174
2024 Q3	$42.9K	Buy	+239	New	+$41.5K	0.02%	178
2023 Q2	–	Sell	-166	Closed	-$20.6K	–	401
2023 Q1	$20.6K	Hold	166	–	–	0.01%	218
2022 Q4	$18.9K	Hold	166	–	–	0.01%	223
2022 Q3	$17K	Hold	166	–	–	0.01%	219
2022 Q2	$19K	Hold	166	–	–	0.01%	221
2022 Q1	$22K	Hold	166	–	–	0.01%	237
2021 Q4	$24K	Buy	+166	New	+$23.5K	0.01%	239

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

Mark Sheptoff Financial Planning's QUAL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 284 shares worth $58.9K. The position accounts for 0.03% of the portfolio, ranked #167.

Mark Sheptoff Financial Planning first reported a position in QUAL in Q4 2021 and has held it in 13 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Mark Sheptoff Financial Planning held 284 shares of iShares MSCI USA Quality Factor ETF worth $58.9K as of Q1 2026.
Mark Sheptoff Financial Planning left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #167 holding.
Mark Sheptoff Financial Planning first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 13 quarters since.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.