Midwest Capital Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Midwest Capital 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	$1.66M	Sell	7,569 -51,671	-87%	-$10.8M	0.67%	23
2026 Q1	$11.4M	Buy	59,240 +530	+0.9%	+$106K	5.31%	5
2025 Q4	$11.7M	Sell	58,710 -39,047	-40%	-$7.67M	5.59%	5
2025 Q3	$19M	Sell	97,757 -7,412	-7%	-$1.39M	9.17%	3
2025 Q2	$19.2M	Buy	105,169 +5,379	+5%	+$928K	10.14%	3
2025 Q1	$17.1M	Buy	99,790 +14,896	+18%	+$2.67M	10.47%	3
2024 Q4	$15.1M	Buy	+84,894	New	+$15.4M	11.05%	2

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

Midwest Capital Advisors's QUAL Position: Q2 2026 in Review

Midwest Capital Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 87% in Q2 2026, selling an estimated $10.8M and leaving 7,569 shares worth $1.66M. The position accounts for 0.67% of the portfolio, ranked #23.

Midwest Capital Advisors first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.2M in Q2 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Midwest Capital Advisors held 7,569 shares of iShares MSCI USA Quality Factor ETF worth $1.66M as of Q2 2026.
Midwest Capital Advisors sold 51,671 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $10.8M.
iShares MSCI USA Quality Factor ETF made up 0.67% of Midwest Capital Advisors's portfolio in Q2 2026, its #23 holding.
Midwest Capital Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's iShares MSCI USA Quality Factor ETF position peaked at $19.2M in Q2 2025.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.