Morton Brown Family Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Morton Brown Family Wealth’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
2025 Q2	–	Sell	-36	Closed	-$6.15K	–	333
2025 Q1	$6.15K	Hold	36	–	–	﹤0.01%	222
2024 Q4	$6.41K	Hold	36	–	–	﹤0.01%	199
2024 Q3	$6.46K	Buy	+36	New	+$6.24K	﹤0.01%	188
2022 Q1	–	Sell	-165	Closed	-$24K	–	194
2021 Q4	$24K	Buy	+165	New	+$23.3K	0.02%	96

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morton Brown Family Wealth's QUAL Position: Q2 2025 in Review

Morton Brown Family Wealth sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2025, closing a stake of 36 shares — an estimated $6.15K sold.

Morton Brown Family Wealth first reported a position in QUAL in Q4 2021 and held it in 4 quarters. The position peaked at $24K in Q4 2021. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

Morton Brown Family Wealth reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 36 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $6.15K.
Morton Brown Family Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and held it in 4 quarters.
Morton Brown Family Wealth's iShares MSCI USA Quality Factor ETF position peaked at $24K in Q4 2021.
1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Morton Brown Family Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.