My Legacy Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

My Legacy 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
2025 Q2	$5.4M	Buy	29,212 +935	+3%	+$161K	1.92%	8
2025 Q1	$4.83M	Buy	28,277 +3,270	+13%	+$585K	1.86%	8
2024 Q4	$4.49M	Buy	25,007 +239	+1%	+$43.4K	1.74%	11
2024 Q3	$4.44M	Sell	24,768 -14,471	-37%	-$2.51M	1.75%	9
2024 Q2	$6.7M	Buy	39,239 +3,910	+11%	+$642K	2.14%	9
2024 Q1	$5.81M	Buy	35,329 +1,233	+4%	+$193K	1.95%	8
2023 Q4	$5.05M	Buy	34,096 +2,736	+9%	+$379K	1.82%	8
2023 Q3	$4.17M	Sell	31,360 -2,681	-8%	-$366K	1.7%	8
2023 Q2	$4.67M	Buy	34,041 +3,259	+11%	+$415K	1.84%	9
2023 Q1	$3.82M	Buy	+30,782	New	+$3.7M	1.64%	10

Other funds holding QUAL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

My Legacy Advisors's QUAL Position: Q2 2025 in Review

My Legacy Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.3% in Q2 2025, buying an estimated $161K and bringing the position to 29,212 shares worth $5.4M. The position accounts for 1.92% of the portfolio, ranked #8.

My Legacy Advisors first reported a position in QUAL in Q1 2023 and has held it in 10 quarters since. The position peaked at $6.7M in Q2 2024. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

My Legacy Advisors held 29,212 shares of iShares MSCI USA Quality Factor ETF worth $5.4M as of Q2 2025.
My Legacy Advisors bought 935 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $161K.
iShares MSCI USA Quality Factor ETF made up 1.92% of My Legacy Advisors's portfolio in Q2 2025, its #8 holding.
My Legacy Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 10 quarters since.
My Legacy Advisors's iShares MSCI USA Quality Factor ETF position peaked at $6.7M in Q2 2024.
1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.