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

McDonald Partners’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 		$43.2K Buy
+197
New +$41.3K 0.01% 330
2022
Q1 		– Sell
-72
Closed -$10.5K – 598
2021
Q4 		$10.5K Buy
+72
New +$10.2K 0.01% 187

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

McDonald Partners's QUAL Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 197 shares worth $43.2K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: McDonald Partners previously reported a position in QUAL as recently as Q4 2021.

McDonald Partners first reported a position in QUAL in Q4 2021 and has held it in 2 quarters since. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • McDonald Partners held 197 shares of iShares MSCI USA Quality Factor ETF worth $43.2K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new McDonald Partners position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #330 holding.
  • McDonald Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.