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

Merkkuri Wealth Advisors’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	$1.23M	Buy	6,396 +164	+3%	+$32.9K	0.81%	36
2025 Q4	$1.24M	Sell	6,232 -6,542	-51%	-$1.29M	0.84%	37
2025 Q3	$2.48M	Sell	12,774 -2,663	-17%	-$500K	1.8%	16
2025 Q2	$2.82M	Buy	15,437 +2,822	+22%	+$487K	2.14%	13
2025 Q1	$2.16M	Buy	12,615 +2,226	+21%	+$399K	1.85%	14
2024 Q4	$1.85M	Buy	10,389 +991	+11%	+$180K	1.46%	19
2024 Q3	$1.69M	Buy	9,398 +1,500	+19%	+$260K	1.33%	25
2024 Q2	$1.35M	Buy	+7,898	New	+$1.3M	1.24%	28

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Merkkuri Wealth Advisors's QUAL Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.6% in Q1 2026, buying an estimated $32.9K and bringing the position to 6,396 shares worth $1.23M. The position accounts for 0.81% of the portfolio, ranked #36.

Merkkuri Wealth Advisors first reported a position in QUAL in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.82M in Q2 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Merkkuri Wealth Advisors held 6,396 shares of iShares MSCI USA Quality Factor ETF worth $1.23M as of Q1 2026.
Merkkuri Wealth Advisors bought 164 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $32.9K.
iShares MSCI USA Quality Factor ETF made up 0.81% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #36 holding.
Merkkuri Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2.82M in Q2 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.