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

Meridian Wealth 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
Q1 		$21.8M Buy
113,406
+2,631
+2% +$527K 2.99% 12
2025
Q4 		$22M Sell
110,775
-2,324
-2% -$457K 3.03% 12
2025
Q3 		$22M Buy
113,099
+4,802
+4% +$901K 3.03% 12
2025
Q2 		$19.8M Sell
108,297
-67
-0.1% -$11.6K 2.87% 12
2025
Q1 		$18.5M Sell
108,364
-2,394
-2% -$429K 2.96% 10
2024
Q4 		$19.7M Buy
110,758
+1,260
+1% +$229K 2.99% 10
2024
Q3 		$19.6M Sell
109,498
-8,004
-7% -$1.39M 3.05% 9
2024
Q2 		$20.1M Sell
117,502
-269
-0.2% -$44.2K 3.54% 7
2024
Q1 		$19.4M Buy
117,771
+578
+0.5% +$90.3K 3.49% 7
2023
Q4 		$17.2M Sell
117,193
-90
-0.1% -$12.5K 3.29% 8
2023
Q3 		$15.5M Sell
117,283
-989
-0.8% -$135K 3.22% 9
2023
Q2 		$16M Buy
118,272
+1,321
+1% +$168K 3.28% 9
2023
Q1 		$14.5M Sell
116,951
-13,818
-11% -$1.66M 3.16% 10
2022
Q4 		$14.9M Buy
130,769
+3,007
+2% +$341K 3.45% 8
2022
Q3 		$13.3M Sell
127,762
-635
-0.5% -$74.3K 3.32% 9
2022
Q2 		$14.3M Buy
128,397
+1,515
+1% +$185K 3.41% 9
2022
Q1 		$17.1M Buy
126,882
+1,447
+1% +$192K 3.59% 8
2021
Q4 		$18.3M Buy
125,435
+112
+0.1% +$15.8K 3.66% 7
2021
Q3 		$16.5M Sell
125,323
-1,477
-1% -$203K 3.57% 7
2021
Q2 		$16.8M Sell
126,800
-1,034
-0.8% -$133K 3.93% 6
2021
Q1 		$15.6M Sell
127,834
-14,802
-10% -$1.75M 4.68% 5
2020
Q4 		$16.6M Buy
142,636
+3,993
+3% +$440K 6.85% 4
2020
Q3 		$14.4M Buy
138,643
+23,387
+20% +$2.4M 7.25% 5
2020
Q2 		$11.1M Buy
115,256
+47,962
+71% +$4.4M 5.94% 6
2020
Q1 		$5.45M Buy
+67,294
New +$6.42M 3.25% 9

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridian Wealth Partners's QUAL Position: Q1 2026 in Review

Meridian Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.4% in Q1 2026, buying an estimated $527K and bringing the position to 113,406 shares worth $21.8M. The position accounts for 2.99% of the portfolio, ranked #12.

Meridian Wealth Partners first reported a position in QUAL in Q1 2020 and has held it in 25 quarters since. The position peaked at $22M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Meridian Wealth Partners held 113,406 shares of iShares MSCI USA Quality Factor ETF worth $21.8M as of Q1 2026.
  • Meridian Wealth Partners bought 2,631 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $527K.
  • iShares MSCI USA Quality Factor ETF made up 2.99% of Meridian Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Meridian Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • Meridian Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $22M in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.