Medallion Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Medallion Wealth Advisors’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	$144K	Buy	675 +22	+3%	+$4.61K	0.05%	287
2026 Q1	$125K	Hold	653	–	–	0.04%	317
2025 Q4	$130K	Hold	653	–	–	0.04%	314
2025 Q3	$127K	Buy	653 +1	+0.2%	+$188	0.05%	307
2025 Q2	$120K	Buy	652 +2	+0.3%	+$345	0.05%	319
2025 Q1	$111K	Buy	650 +1	+0.2%	+$179	0.05%	288
2024 Q4	$116K	Buy	+649	New	+$118K	0.06%	268

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

Medallion Wealth Advisors's QUAL Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.4% in Q2 2026, buying an estimated $4.61K and bringing the position to 675 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #287.

Medallion Wealth Advisors first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Medallion Wealth Advisors held 675 shares of iShares MSCI USA Quality Factor ETF worth $144K as of Q2 2026.
Medallion Wealth Advisors bought 22 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $4.61K.
iShares MSCI USA Quality Factor ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #287 holding.
Medallion Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.