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

Meridian Wealth Management’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 		$2.76M Buy
12,599
+61
+0.5% +$12.8K 0.09% 205
2026
Q1 		$2.4M Buy
12,538
+653
+5% +$131K 0.08% 205
2025
Q4 		$2.36M Buy
11,885
+1,865
+19% +$366K 0.08% 206
2025
Q3 		$1.95M Buy
10,020
+3,319
+50% +$623K 0.07% 221
2025
Q2 		$1.23M Sell
6,701
-10
-0.1% -$1.73K 0.05% 277
2025
Q1 		$1.15M Buy
6,711
+421
+7% +$75.4K 0.06% 265
2024
Q4 		$1.12M Buy
6,290
+2
+0% +$363 0.05% 271
2024
Q3 		$1.13M Buy
6,288
+242
+4% +$42K 0.06% 263
2024
Q2 		$1.03M Buy
+6,046
New +$993K 0.12% 113
2024
Q1 		– Sell
-6,411
Closed -$943K – 429
2023
Q4 		$943K Buy
6,411
+466
+8% +$64.5K 0.06% 271
2023
Q3 		$783K Sell
5,945
-353
-6% -$48.2K 0.05% 281
2023
Q2 		$849K Buy
6,298
+1,057
+20% +$134K 0.07% 226
2023
Q1 		$650K Buy
5,241
+117
+2% +$14K 0.06% 279
2022
Q4 		$584K Buy
5,124
+234
+5% +$26.5K 0.06% 281
2022
Q3 		$508K Buy
4,890
+2,535
+108% +$297K 0.05% 273
2022
Q2 		$263K Buy
2,355
+66
+3% +$8.05K 0.02% 461
2022
Q1 		$308K Sell
2,289
-71
-3% -$9.43K 0.03% 308
2021
Q4 		$344K Buy
2,360
+251
+12% +$35.5K 0.04% 296
2021
Q3 		$278K Sell
2,109
-120
-5% -$16.5K 0.03% 318
2021
Q2 		$296K Buy
2,229
+209
+10% +$26.8K 0.04% 301
2021
Q1 		$246K Buy
+2,020
New +$239K 0.04% 309

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

Meridian Wealth Management's QUAL Position: Q2 2026 in Review

Meridian Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.49% in Q2 2026, buying an estimated $12.8K and bringing the position to 12,599 shares worth $2.76M. The position accounts for 0.09% of the portfolio, ranked #205.

Meridian Wealth Management first reported a position in QUAL in Q1 2021 and has held it in 21 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Meridian Wealth Management held 12,599 shares of iShares MSCI USA Quality Factor ETF worth $2.76M as of Q2 2026.
  • Meridian Wealth Management bought 61 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $12.8K.
  • iShares MSCI USA Quality Factor ETF made up 0.09% of Meridian Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Meridian Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.