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

Milestone Asset 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 		– Sell
-15,750
Closed -$3.02M – 284
2026
Q1 		$3.02M Buy
15,750
+5,100
+48% +$1.02M 0.56% 48
2025
Q4 		$2.12M Sell
10,650
-362
-3% -$71.1K 0.4% 55
2025
Q3 		$2.14M Buy
11,012
+5,527
+101% +$1.04M 0.41% 49
2025
Q2 		$1M Buy
+5,485
New +$947K 0.21% 87

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

Milestone Asset Management's QUAL Position: Q2 2026 in Review

Milestone Asset Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 15,750 shares — an estimated $3.02M sold.

Milestone Asset Management first reported a position in QUAL in Q2 2025 and held it in 4 quarters. The position peaked at $3.02M in Q1 2026. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Milestone Asset Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 15,750 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.02M.
  • Milestone Asset Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and held it in 4 quarters.
  • Milestone Asset Management's iShares MSCI USA Quality Factor ETF position peaked at $3.02M in Q1 2026.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.