Marshall Wace
QUAL icon

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

Marshall Wace’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 		$1.89M Buy
+8,630
New +$1.81M ﹤0.01% 1897
2024
Q4 		– Sell
-2,765
Closed -$496K – 2930
2024
Q3 		$496K Buy
+2,765
New +$480K ﹤0.01% 1920
2023
Q4 		– Sell
-30,900
Closed -$4.07M – 2531
2023
Q3 		$4.07M Buy
+30,900
New +$4.22M 0.01% 949

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace's QUAL Position: Q2 2026 in Review

Marshall Wace opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 8,630 shares worth $1.89M. The stake represents ﹤0.01% of the portfolio and ranks #1897 among its holdings. This is a return to the name: Marshall Wace previously reported a position in QUAL as recently as Q3 2024.

Marshall Wace first reported a position in QUAL in Q3 2023 and has held it in 3 quarters since. The position peaked at $4.07M in Q3 2023. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Marshall Wace held 8,630 shares of iShares MSCI USA Quality Factor ETF worth $1.89M as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Marshall Wace position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1897 holding.
  • Marshall Wace first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 3 quarters since.
  • Marshall Wace's iShares MSCI USA Quality Factor ETF position peaked at $4.07M in Q3 2023.
  • 1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.