Montgomery Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Montgomery Financial Services’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	$5.71K	Buy	+26	New	+$5.45K	0.01%	220

Other funds holding QUAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Montgomery Financial Services's QUAL Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 26 shares worth $5.71K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings.

1,581 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Montgomery Financial Services held 26 shares of iShares MSCI USA Quality Factor ETF worth $5.71K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Montgomery Financial Services position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #220 holding.
1,581 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.