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Millington Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Millington Financial 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
Q1 		$1.45M Sell
6,975
-752
-10% -$151K 0.61% 45
2025
Q4 		$1.57M Sell
7,727
-7,100
-48% -$1.4M 0.7% 45
2025
Q3 		$2.86M Sell
14,827
-7,113
-32% -$1.33M 1.39% 21
2025
Q2 		$4.09M Sell
21,940
-1,149
-5% -$198K 2.06% 12
2025
Q1 		$3.77M Buy
23,089
+1,370
+6% +$245K 2.32% 11
2024
Q4 		$3.96M Buy
21,719
+228
+1% +$41.4K 2.3% 11
2024
Q3 		$3.85M Buy
21,491
+1,302
+6% +$226K 2.4% 12
2024
Q2 		$3.45M Sell
20,189
-14
-0.1% -$2.3K 2.39% 11
2024
Q1 		$3.32M Buy
20,203
+742
+4% +$116K 2.37% 12
2023
Q4 		$2.86M Buy
19,461
+296
+2% +$41K 2.29% 12
2023
Q3 		$2.53M Buy
19,165
+329
+2% +$44.9K 2.26% 13
2023
Q2 		$2.54M Buy
18,836
+380
+2% +$48.3K 2.26% 14
2023
Q1 		$2.29M Sell
18,456
-388
-2% -$46.6K 2.12% 13
2022
Q4 		$2.15M Buy
+18,844
New +$2.14M 2.1% 13

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

Millington Financial Advisors's QUAL Position: Q1 2026 in Review

Millington Financial Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.7% in Q1 2026, selling an estimated $151K and leaving 6,975 shares worth $1.45M. The position accounts for 0.61% of the portfolio, ranked #45.

Millington Financial Advisors first reported a position in QUAL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.09M in Q2 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Millington Financial Advisors held 6,975 shares of iShares MSCI USA Quality Factor ETF worth $1.45M as of Q1 2026.
  • Millington Financial Advisors sold 752 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $151K.
  • iShares MSCI USA Quality Factor ETF made up 0.61% of Millington Financial Advisors's portfolio in Q1 2026, its #45 holding.
  • Millington Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • Millington Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $4.09M in Q2 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.