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

MONECO 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 		$2.23M Sell
10,178
-507
-5% -$106K 0.14% 154
2026
Q1 		$2.05M Sell
10,685
-803
-7% -$161K 0.16% 135
2025
Q4 		$2.28M Sell
11,488
-160
-1% -$31.4K 0.18% 124
2025
Q3 		$2.27M Sell
11,648
-6,823
-37% -$1.28M 0.19% 116
2025
Q2 		$3.38M Sell
18,471
-5,677
-24% -$980K 0.31% 64
2025
Q1 		$4.13M Sell
24,148
-10,760
-31% -$1.93M 0.43% 46
2024
Q4 		$6.22M Buy
34,908
+5,962
+21% +$1.08M 0.66% 32
2024
Q3 		$5.19M Buy
28,946
+106
+0.4% +$18.4K 0.65% 35
2024
Q2 		$4.92M Sell
28,840
-237
-0.8% -$38.9K 0.72% 26
2024
Q1 		$4.78M Buy
29,077
+1,786
+7% +$279K 0.76% 26
2023
Q4 		$4.02M Buy
+27,291
New +$3.78M 0.77% 27

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

MONECO Advisors's QUAL Position: Q2 2026 in Review

MONECO Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.7% in Q2 2026, selling an estimated $106K and leaving 10,178 shares worth $2.23M. The position accounts for 0.14% of the portfolio, ranked #154.

MONECO Advisors first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.22M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • MONECO Advisors held 10,178 shares of iShares MSCI USA Quality Factor ETF worth $2.23M as of Q2 2026.
  • MONECO Advisors sold 507 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $106K.
  • iShares MSCI USA Quality Factor ETF made up 0.14% of MONECO Advisors's portfolio in Q2 2026, its #154 holding.
  • MONECO Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • MONECO Advisors's iShares MSCI USA Quality Factor ETF position peaked at $6.22M in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.