MSH Capital Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

MSH Capital 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	$452K	Sell	2,059 -2,490	-55%	-$522K	0.08%	221
2026 Q1	$872K	Sell	4,549 -947	-17%	-$190K	0.18%	122
2025 Q4	$1.09M	Sell	5,496 -2,238	-29%	-$440K	0.23%	106
2025 Q3	$1.5M	Sell	7,734 -1,527	-16%	-$287K	0.4%	71
2025 Q2	$1.69M	Buy	9,261 +539	+6%	+$93K	0.49%	60
2025 Q1	$1.49M	Buy	8,722 +3,745	+75%	+$670K	0.46%	66
2024 Q4	$886K	Buy	4,977 +244	+5%	+$44.3K	0.28%	97
2024 Q3	$849K	Buy	4,733 +1,654	+54%	+$287K	0.26%	99
2024 Q2	$526K	Buy	+3,079	New	+$506K	0.18%	127
2023 Q4	–	Sell	-2,527	Closed	-$333K	–	226
2023 Q3	$333K	Sell	2,527 -525	-17%	-$71.7K	0.13%	159
2023 Q2	$412K	Sell	3,052 -3	-0.1%	-$382	0.15%	146
2023 Q1	$379K	Buy	+3,055	New	+$367K	0.16%	139

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

MSH Capital Advisors's QUAL Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 55% in Q2 2026, selling an estimated $522K and leaving 2,059 shares worth $452K. The position accounts for 0.08% of the portfolio, ranked #221.

MSH Capital Advisors first reported a position in QUAL in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.69M in Q2 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

MSH Capital Advisors held 2,059 shares of iShares MSCI USA Quality Factor ETF worth $452K as of Q2 2026.
MSH Capital Advisors sold 2,490 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $522K.
iShares MSCI USA Quality Factor ETF made up 0.08% of MSH Capital Advisors's portfolio in Q2 2026, its #221 holding.
MSH Capital Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 12 quarters since.
MSH Capital Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.69M in Q2 2025.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.