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Milestone Asset Management Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Milestone Asset Management Group’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 		$424K Buy
2,208
+24
+1% +$4.81K 0.25% 78
2025
Q4 		$434K Buy
2,184
+541
+33% +$106K 0.25% 80
2025
Q3 		$320K Buy
1,643
+86
+6% +$16.1K 0.2% 88
2025
Q2 		$285K Buy
+1,557
New +$269K 0.21% 84

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Milestone Asset Management Group's QUAL Position: Q1 2026 in Review

Milestone Asset Management Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.1% in Q1 2026, buying an estimated $4.81K and bringing the position to 2,208 shares worth $424K. The position accounts for 0.25% of the portfolio, ranked #78.

Milestone Asset Management Group first reported a position in QUAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $434K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Milestone Asset Management Group held 2,208 shares of iShares MSCI USA Quality Factor ETF worth $424K as of Q1 2026.
  • Milestone Asset Management Group bought 24 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $4.81K.
  • iShares MSCI USA Quality Factor ETF made up 0.25% of Milestone Asset Management Group's portfolio in Q1 2026, its #78 holding.
  • Milestone Asset Management Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Milestone Asset Management Group's iShares MSCI USA Quality Factor ETF position peaked at $434K in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.