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

Members Wealth’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
2025 Q1	$352K	Buy	+2,057	New	+$368K	0.27%	71

Other funds holding QUAL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Members Wealth's QUAL Position: Q1 2025 in Review

Members Wealth opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2025: 2,057 shares worth $352K. The stake represents 0.27% of the portfolio and ranks #71 among its holdings.

1,468 funds tracked by Wall St. Rank hold QUAL as of Q1 2025.

Members Wealth held 2,057 shares of iShares MSCI USA Quality Factor ETF worth $352K as of Q1 2025.
iShares MSCI USA Quality Factor ETF was a new Members Wealth position in Q1 2025.
iShares MSCI USA Quality Factor ETF made up 0.27% of Members Wealth's portfolio in Q1 2025, its #71 holding.
1,468 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2025.

Based on Members Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.