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Marshall & Sullivan’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Marshall & Sullivan’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
2025
Q3 		– Sell
-51
Closed -$9.32K – 94
2025
Q2 		$9.32K Buy
+51
New +$8.8K ﹤0.01% 99

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marshall & Sullivan's QUAL Position: Q3 2025 in Review

Marshall & Sullivan sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2025, closing a stake of 51 shares — an estimated $9.32K sold.

Marshall & Sullivan first reported a position in QUAL in Q2 2025 and held it in 1 quarter. The position peaked at $9.32K in Q2 2025. 1,514 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

  • Marshall & Sullivan reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 51 iShares MSCI USA Quality Factor ETF shares in Q3 2025, an estimated $9.32K.
  • Marshall & Sullivan first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and held it in 1 quarter.
  • Marshall & Sullivan's iShares MSCI USA Quality Factor ETF position peaked at $9.32K in Q2 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.