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

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Murphy & Mullick Capital Management's QUAL Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 296 shares worth $56.8K. The position accounts for 0.04% of the portfolio, ranked #274.

Murphy & Mullick Capital Management first reported a position in QUAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $85.3K in Q1 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Murphy & Mullick Capital Management held 296 shares of iShares MSCI USA Quality Factor ETF worth $56.8K as of Q1 2026.
Murphy & Mullick Capital Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 0.04% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #274 holding.
Murphy & Mullick Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's iShares MSCI USA Quality Factor ETF position peaked at $85.3K in Q1 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.