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

Meridian Financial 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	$1.24M	Buy	5,627 +40	+0.7%	+$8.39K	0.42%	53
2026 Q1	$1.08M	Hold	5,587	–	–	0.41%	52
2025 Q4	$1.13M	Hold	5,587	–	–	0.45%	49
2025 Q3	$1.1M	Buy	5,587 +44	+0.8%	+$8.26K	0.46%	48
2025 Q2	$1.01M	Buy	5,543 +113	+2%	+$19.5K	0.48%	48
2025 Q1	$928K	Sell	5,430 -396	-7%	-$70.9K	0.47%	47
2024 Q4	$1.04M	Hold	5,826	–	–	0.55%	47
2024 Q3	$1.04M	Hold	5,826	–	–	0.53%	47
2024 Q2	$1M	Hold	5,826	–	–	0.6%	43
2024 Q1	$922K	Sell	5,826 -210	-3%	-$32.8K	1.19%	24
2023 Q4	$897K	Sell	6,036 -643	-10%	-$89K	0.92%	29
2023 Q3	$888K	Sell	6,679 -79	-1%	-$10.8K	0.91%	26
2023 Q2	$931K	Sell	6,758 -43,037	-86%	-$5.47M	0.56%	45
2023 Q1	$6.24M	Sell	49,795 -1,241	-2%	-$149K	7.09%	4
2022 Q4	$5.94M	Sell	51,036 -127	-0.2%	-$14.4K	6.68%	4
2022 Q3	$5.31M	Buy	51,163 +6,938	+16%	+$811K	7.53%	3
2022 Q2	$5.26M	Buy	+44,225	New	+$5.4M	3.57%	5

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

Meridian Financial Partners's QUAL Position: Q2 2026 in Review

Meridian Financial Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.72% in Q2 2026, buying an estimated $8.39K and bringing the position to 5,627 shares worth $1.24M. The position accounts for 0.42% of the portfolio, ranked #53.

Meridian Financial Partners first reported a position in QUAL in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.24M in Q1 2023. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Meridian Financial Partners held 5,627 shares of iShares MSCI USA Quality Factor ETF worth $1.24M as of Q2 2026.
Meridian Financial Partners bought 40 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $8.39K.
iShares MSCI USA Quality Factor ETF made up 0.42% of Meridian Financial Partners's portfolio in Q2 2026, its #53 holding.
Meridian Financial Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2022 and has held it in 17 quarters since.
Meridian Financial Partners's iShares MSCI USA Quality Factor ETF position peaked at $6.24M in Q1 2023.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.