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Meitav Investment House’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Meitav Investment House’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 		$10.9M Sell
49,724
-3,792
-7% -$795K 0.07% 107
2026
Q1 		$10.3M Sell
53,516
-1,901
-3% -$381K 0.11% 80
2025
Q4 		$11M Sell
55,417
-501
-0.9% -$98.4K 0.13% 85
2025
Q3 		$10.9M Buy
55,918
+1,358
+2% +$255K 0.14% 79
2025
Q2 		$9.97M Buy
54,560
+356
+0.7% +$61.4K 0.13% 74
2025
Q1 		$9.26M Buy
54,204
+442
+0.8% +$79.1K 0.17% 79
2024
Q4 		$9.57M Buy
53,762
+1,336
+3% +$243K 0.16% 81
2024
Q3 		$9.31M Sell
52,426
-264
-0.5% -$45.8K 0.16% 81
2024
Q2 		$9.02M Buy
52,690
+20,324
+63% +$3.34M 0.16% 79
2024
Q1 		$5.32M Buy
32,366
+2,394
+8% +$374K 0.1% 88
2023
Q4 		$4.41M Buy
29,972
+2,178
+8% +$302K 0.06% 119
2023
Q3 		$3.67M Buy
27,794
+20,418
+277% +$2.79M 0.06% 134
2023
Q2 		$995K Hold
7,376
– – 0.02% 223
2023
Q1 		$937K Hold
7,376
– – 0.02% 235
2022
Q4 		$841K Hold
7,376
– – 0.01% 259
2022
Q3 		$784K Hold
7,376
– – 0.01% 255
2022
Q2 		$824K Hold
7,376
– – 0.01% 247
2022
Q1 		$993K Hold
7,376
– – 0.01% 259
2021
Q4 		$1.07M Buy
7,376
+40
+0.5% +$5.65K 0.02% 245
2021
Q3 		$966K Buy
+7,336
New +$1.01M 0.02% 250

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 22.96% 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

Meitav Investment House's QUAL Position: Q2 2026 in Review

Meitav Investment House reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 7.1% in Q2 2026, selling an estimated $795K and leaving 49,724 shares worth $10.9M. The position accounts for 0.07% of the portfolio, ranked #107.

Meitav Investment House first reported a position in QUAL in Q3 2021 and has held it in 20 quarters since. The position peaked at $11M in Q4 2025. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Meitav Investment House held 49,724 shares of iShares MSCI USA Quality Factor ETF worth $10.9M as of Q2 2026.
  • Meitav Investment House sold 3,792 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $795K.
  • iShares MSCI USA Quality Factor ETF made up 0.07% of Meitav Investment House's portfolio in Q2 2026, its #107 holding.
  • Meitav Investment House first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • Meitav Investment House's iShares MSCI USA Quality Factor ETF position peaked at $11M in Q4 2025.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.