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Mowery & Schoenfeld Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Mowery & Schoenfeld 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
2025
Q2 		– Sell
-349
Closed -$59.6K – 450
2025
Q1 		$59.6K Buy
+349
New +$62.5K 0.12% 119
2024
Q4 		– Sell
-27
Closed -$4.84K – 509
2024
Q3 		$4.84K Buy
+27
New +$4.68K 0.01% 206

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's QUAL Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2025, closing a stake of 349 shares — an estimated $59.6K sold.

Mowery & Schoenfeld Wealth Management first reported a position in QUAL in Q3 2024 and held it in 2 quarters. The position peaked at $59.6K in Q1 2025. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 349 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $59.6K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $59.6K in Q1 2025.
  • 1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.