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Mesirow Financial Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Mesirow Financial Investment 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 		$3.46M Sell
15,753
-629
-4% -$132K 0.05% 172
2026
Q1 		$3.14M Buy
16,382
+780
+5% +$156K 0.05% 169
2025
Q4 		$3.1M Sell
15,602
-744
-5% -$146K 0.06% 158
2025
Q3 		$3.18M Sell
16,346
-394
-2% -$73.9K 0.06% 166
2025
Q2 		$3.06M Buy
16,740
+14,354
+602% +$2.48M 0.06% 165
2025
Q1 		$408K Buy
2,386
+220
+10% +$39.4K 0.01% 388
2024
Q4 		$386K Sell
2,166
-23
-1% -$4.18K 0.01% 407
2024
Q3 		$393K Sell
2,189
-8
-0.4% -$1.39K 0.01% 397
2024
Q2 		$375K Hold
2,197
– – 0.01% 370
2024
Q1 		$361K Buy
2,197
+322
+17% +$50.3K 0.01% 398
2023
Q4 		$276K Buy
+1,875
New +$260K 0.01% 451

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

Mesirow Financial Investment Management's QUAL Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.8% in Q2 2026, selling an estimated $132K and leaving 15,753 shares worth $3.46M. The position accounts for 0.05% of the portfolio, ranked #172.

Mesirow Financial Investment Management first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Mesirow Financial Investment Management held 15,753 shares of iShares MSCI USA Quality Factor ETF worth $3.46M as of Q2 2026.
  • Mesirow Financial Investment Management sold 629 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $132K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #172 holding.
  • Mesirow Financial Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.