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Moneta Group Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Moneta Group Investment 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 		$1.5M Sell
6,817
-734
-10% -$154K 0.01% 334
2026
Q1 		$1.45M Buy
7,551
+790
+12% +$158K 0.01% 307
2025
Q4 		$1.34M Buy
6,761
+2,508
+59% +$493K 0.01% 314
2025
Q3 		$827K Buy
4,253
+1,157
+37% +$217K 0.01% 387
2025
Q2 		$566K Buy
3,096
+1,046
+51% +$181K 0.01% 411
2025
Q1 		$350K Buy
2,050
+836
+69% +$150K ﹤0.01% 497
2024
Q4 		$216K Buy
+1,214
New +$221K ﹤0.01% 613
2024
Q3 		– Sell
-1,227
Closed -$210K – 664
2024
Q2 		$210K Sell
1,227
-431
-26% -$70.8K ﹤0.01% 565
2024
Q1 		$272K Buy
+1,658
New +$259K ﹤0.01% 514
2022
Q1 		– Sell
-1,649
Closed -$240K – 485
2021
Q4 		$240K Buy
+1,649
New +$233K 0.01% 423

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

Moneta Group Investment Advisors's QUAL Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.7% in Q2 2026, selling an estimated $154K and leaving 6,817 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #334.

Moneta Group Investment Advisors first reported a position in QUAL in Q4 2021 and has held it in 10 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Moneta Group Investment Advisors held 6,817 shares of iShares MSCI USA Quality Factor ETF worth $1.5M as of Q2 2026.
  • Moneta Group Investment Advisors sold 734 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $154K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #334 holding.
  • Moneta Group Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 10 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.