Neuberger Berman Group
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Neuberger Berman Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Neuberger Berman Group’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 		$472K Sell
2,458
-569
-19% -$114K ﹤0.01% 1660
2025
Q4 		$601K Buy
3,027
+443
+17% +$87K ﹤0.01% 1570
2025
Q3 		$503K Buy
2,584
+1,213
+88% +$228K ﹤0.01% 1591
2025
Q2 		$251K Buy
1,371
+90
+7% +$15.5K ﹤0.01% 1802
2025
Q1 		$219K Sell
1,281
-924
-42% -$165K ﹤0.01% 1798
2024
Q4 		$393K Buy
2,205
+610
+38% +$111K ﹤0.01% 1589
2024
Q3 		$286K Buy
1,595
+358
+29% +$62.1K ﹤0.01% 1694
2024
Q2 		$211K Buy
+1,237
New +$203K ﹤0.01% 1748
2024
Q1 		– Sell
-2,135
Closed -$314K – 1908
2023
Q4 		$314K Buy
+2,135
New +$296K ﹤0.01% 1638
2023
Q2 		– Sell
-1,838
Closed -$228K – 1871
2023
Q1 		$228K Buy
+1,838
New +$221K ﹤0.01% 1683
2022
Q1 		– Sell
-2,984
Closed -$434K – 1965
2021
Q4 		$434K Buy
2,984
+255
+9% +$36K ﹤0.01% 1588
2021
Q3 		$359K Sell
2,729
-7
-0.3% -$963 ﹤0.01% 1544
2021
Q2 		$364K Buy
+2,736
New +$351K ﹤0.01% 1551

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group's QUAL Position: Q1 2026 in Review

Neuberger Berman Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 19% in Q1 2026, selling an estimated $114K and leaving 2,458 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Neuberger Berman Group first reported a position in QUAL in Q2 2021 and has held it in 13 quarters since. The position peaked at $601K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Neuberger Berman Group held 2,458 shares of iShares MSCI USA Quality Factor ETF worth $472K as of Q1 2026.
  • Neuberger Berman Group sold 569 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $114K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1660 holding.
  • Neuberger Berman Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and has held it in 13 quarters since.
  • Neuberger Berman Group's iShares MSCI USA Quality Factor ETF position peaked at $601K in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.