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 Q2	–	Sell	-6,396	Closed	-$1.23M	–	280
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 $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

Merkkuri Wealth Advisors's QUAL Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 6,396 shares — an estimated $1.23M sold.

Merkkuri Wealth Advisors first reported a position in QUAL in Q2 2024 and held it in 8 quarters. The position peaked at $2.82M in Q2 2025. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 6,396 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.23M.
Merkkuri Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and held it in 8 quarters.
Merkkuri Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2.82M in Q2 2025.
1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.