MIFH
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Migdal Insurance & Financial Holdings’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Migdal Insurance & Financial Holdings’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 		$126K Sell
572
-63
-10% -$13.2K ﹤0.01% 243
2026
Q1 		$122K Sell
635
-16
-2% -$3.21K ﹤0.01% 235
2025
Q4 		$129K Sell
651
-1,016
-61% -$200K ﹤0.01% 231
2025
Q3 		$324K Sell
1,667
-2,612
-61% -$490K ﹤0.01% 195
2025
Q2 		$782K Buy
4,279
+1,169
+38% +$202K 0.01% 153
2025
Q1 		$531K Sell
3,110
-125
-4% -$22.4K 0.01% 175
2024
Q4 		$576K Sell
3,235
-694
-18% -$126K 0.01% 166
2024
Q3 		$704K Sell
3,929
-7,330
-65% -$1.27M 0.01% 161
2024
Q2 		$1.92M Sell
11,259
-42
-0.4% -$6.9K 0.03% 125
2024
Q1 		$1.86M Buy
11,301
+341
+3% +$53.3K 0.03% 119
2023
Q4 		$1.61M Sell
10,960
-20,433
-65% -$2.83M 0.03% 127
2023
Q3 		$4.14M Sell
31,393
-881
-3% -$120K 0.09% 92
2023
Q2 		$4.35M Buy
32,274
+22,176
+220% +$2.82M 0.1% 93
2023
Q1 		$1.25M Buy
10,098
+167
+2% +$20.1K 0.03% 140
2022
Q4 		$1.13M Sell
9,931
-1,020
-9% -$116K 0.03% 124
2022
Q3 		$1.14M Sell
10,951
-16,525
-60% -$1.93M 0.03% 132
2022
Q2 		$3.07M Buy
27,476
+56
+0.2% +$6.83K 0.07% 87
2022
Q1 		$3.69M Sell
27,420
-6,532
-19% -$867K 0.06% 110
2021
Q4 		$4.94M Sell
33,952
-1,253
-4% -$177K 0.05% 131
2021
Q3 		$4.64M Buy
35,205
+17,159
+95% +$2.36M 0.05% 134
2021
Q2 		$2.4M Buy
18,046
+531
+3% +$68.1K 0.03% 171
2021
Q1 		$2.13M Sell
17,515
-8,149
-32% -$963K 0.02% 185
2020
Q4 		$2.98M Sell
25,664
-8,519
-25% -$938K 0.04% 133
2020
Q3 		$3.55M Sell
34,183
-14,665
-30% -$1.5M 0.05% 161
2020
Q2 		$4.68M Buy
48,848
+1,716
+4% +$158K 0.08% 135
2020
Q1 		$3.82M Sell
47,132
-2,498
-5% -$238K 0.09% 101
2019
Q4 		$5.01M Sell
49,630
-2,826
-5% -$272K 0.1% 101
2019
Q3 		$4.83M Buy
52,456
+30,211
+136% +$2.78M 0.1% 104
2019
Q2 		$2.04M Buy
22,245
+8,700
+64% +$783K 0.05% 138
2019
Q1 		$1.2M Buy
13,545
+10,349
+324% +$871K 0.03% 204
2018
Q4 		$245K Buy
3,196
+2,335
+271% +$194K 0.01% 336
2018
Q3 		$78K Buy
861
+815
+1,772% +$71.6K ﹤0.01% 617
2018
Q2 		$4K Hold
46
– – ﹤0.01% 734
2018
Q1 		$4K Hold
46
– – ﹤0.01% 580
2017
Q4 		$4K Sell
46
-617
-93% -$49.7K ﹤0.01% 544
2017
Q3 		$51K Hold
663
– – ﹤0.01% 450
2017
Q2 		$49K Buy
663
+46
+7% +$3.39K ﹤0.01% 391
2017
Q1 		$45K Buy
+617
New +$44.3K ﹤0.01% 396

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

Migdal Insurance & Financial Holdings's QUAL Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.9% in Q2 2026, selling an estimated $13.2K and leaving 572 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Migdal Insurance & Financial Holdings first reported a position in QUAL in Q1 2017 and has held it in 38 quarters since. The position peaked at $5.01M in Q4 2019. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 572 shares of iShares MSCI USA Quality Factor ETF worth $126K as of Q2 2026.
  • Migdal Insurance & Financial Holdings sold 63 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $13.2K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #243 holding.
  • Migdal Insurance & Financial Holdings first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2017 and has held it in 38 quarters since.
  • Migdal Insurance & Financial Holdings's iShares MSCI USA Quality Factor ETF position peaked at $5.01M in Q4 2019.
  • 1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.