Moulton Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Moulton Wealth Management’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	$1.21M	Buy	+5,518	New	+$1.16M	0.8%	27
2026 Q1	–	Sell	-9,361	Closed	-$1.86M	–	67
2025 Q4	$1.86M	Sell	9,361 -382	-4%	-$75.1K	1.77%	18
2025 Q3	$1.9M	Buy	9,743 +617	+7%	+$116K	1.38%	24
2025 Q2	$1.69M	Buy	+9,126	New	+$1.57M	1.28%	21
2025 Q1	–	Sell	-3,713	Closed	-$661K	–	41
2024 Q4	$661K	Buy	3,713 +360	+11%	+$65.4K	0.51%	33
2024 Q3	$601K	Buy	+3,353	New	+$582K	0.5%	31
2022 Q1	–	Sell	-23,362	Closed	-$3.38M	–	21
2021 Q4	$3.38M	Buy	23,362 +1,701	+8%	+$240K	2.48%	13
2021 Q3	$2.88M	Buy	+21,661	New	+$2.98M	2.15%	16

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Moulton Wealth Management's QUAL Position: Q2 2026 in Review

Moulton Wealth Management opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 5,518 shares worth $1.21M. The stake represents 0.8% of the portfolio and ranks #27 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in QUAL as recently as Q4 2025.

Moulton Wealth Management first reported a position in QUAL in Q3 2021 and has held it in 8 quarters since. The position peaked at $3.38M in Q4 2021. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Moulton Wealth Management held 5,518 shares of iShares MSCI USA Quality Factor ETF worth $1.21M as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Moulton Wealth Management position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.8% of Moulton Wealth Management's portfolio in Q2 2026, its #27 holding.
Moulton Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and has held it in 8 quarters since.
Moulton Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $3.38M in Q4 2021.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.