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 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 $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Medallion Wealth Advisors's QUAL Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 653 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #317.

Medallion Wealth Advisors first reported a position in QUAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $130K in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Medallion Wealth Advisors held 653 shares of iShares MSCI USA Quality Factor ETF worth $125K as of Q1 2026.
Medallion Wealth Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #317 holding.
Medallion Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $130K in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.