Marshall Financial Group (Maryland)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Marshall Financial Group (Maryland)’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	$824K	Sell	3,755 -698	-16%	-$146K	0.12%	161
2026 Q1	$854K	Sell	4,453 -2,545	-36%	-$510K	0.14%	137
2025 Q4	$1.39M	Sell	6,998 -1,415	-17%	-$278K	0.27%	79
2025 Q3	$1.64M	Sell	8,413 -697	-8%	-$131K	0.32%	75
2025 Q2	$1.67M	Sell	9,110 -1,139	-11%	-$197K	0.33%	65
2025 Q1	$1.75M	Sell	10,249 -833	-8%	-$149K	0.38%	56
2024 Q4	$1.97M	Sell	11,082 -283	-2%	-$51.4K	0.48%	45
2024 Q3	$2.04M	Buy	+11,365	New	+$1.97M	0.49%	48

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

Marshall Financial Group (Maryland)'s QUAL Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 16% in Q2 2026, selling an estimated $146K and leaving 3,755 shares worth $824K. The position accounts for 0.12% of the portfolio, ranked #161.

Marshall Financial Group (Maryland) first reported a position in QUAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q3 2024. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Marshall Financial Group (Maryland) held 3,755 shares of iShares MSCI USA Quality Factor ETF worth $824K as of Q2 2026.
Marshall Financial Group (Maryland) sold 698 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $146K.
iShares MSCI USA Quality Factor ETF made up 0.12% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #161 holding.
Marshall Financial Group (Maryland) first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s iShares MSCI USA Quality Factor ETF position peaked at $2.04M in Q3 2024.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.