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Murphy & Mullick Capital Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Murphy & Mullick Capital 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 		$65K Hold
296
– – 0.04% 265
2026
Q1 		$56.8K Hold
296
– – 0.04% 274
2025
Q4 		$58.8K Buy
296
+70
+31% +$13.8K 0.04% 268
2025
Q3 		$44K Hold
226
– – 0.03% 298
2025
Q2 		$41.6K Sell
226
-273
-55% -$47.1K 0.03% 288
2025
Q1 		$85.3K Buy
499
+273
+121% +$48.9K 0.08% 192
2024
Q4 		$40.2K Buy
+226
New +$41.1K 0.04% 280

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 22.96% 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

Murphy & Mullick Capital Management's QUAL Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 296 shares worth $65K. The position accounts for 0.04% of the portfolio, ranked #265.

Murphy & Mullick Capital Management first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $85.3K in Q1 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Murphy & Mullick Capital Management held 296 shares of iShares MSCI USA Quality Factor ETF worth $65K as of Q2 2026.
  • Murphy & Mullick Capital Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #265 holding.
  • Murphy & Mullick Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Murphy & Mullick Capital Management's iShares MSCI USA Quality Factor ETF position peaked at $85.3K in Q1 2025.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.