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

Morling 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
Q2 		$153K Buy
+697
New +$146K 0.04% 88
2024
Q2 		– Sell
-2,327
Closed -$382K – 103
2024
Q1 		$382K Buy
+2,327
New +$364K 0.22% 42

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 22.9% 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

Morling Financial Advisors's QUAL Position: Q2 2026 in Review

Morling Financial Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 697 shares worth $153K. The stake represents 0.04% of the portfolio and ranks #88 among its holdings. This is a return to the name: Morling Financial Advisors previously reported a position in QUAL as recently as Q1 2024.

Morling Financial Advisors first reported a position in QUAL in Q1 2024 and has held it in 2 quarters since. The position peaked at $382K in Q1 2024. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Morling Financial Advisors held 697 shares of iShares MSCI USA Quality Factor ETF worth $153K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Morling Financial Advisors position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Morling Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • Morling Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 2 quarters since.
  • Morling Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $382K in Q1 2024.
  • 1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.