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
Q3 		$673K Buy
12,104
+1,092
+10% +$60.4K ﹤0.01% 1662
2026
Q2 		$604K Buy
11,012
+1,180
+12% +$61.9K ﹤0.01% 1723
2026
Q1 		$472K Sell
9,832
-2,276
-19% -$114K ﹤0.01% 1662
2025
Q4 		$601K Buy
12,108
+1,772
+17% +$87K ﹤0.01% 1572
2025
Q3 		$503K Buy
10,336
+4,852
+88% +$228K ﹤0.01% 1593
2025
Q2 		$251K Buy
5,484
+360
+7% +$15.5K ﹤0.01% 1804
2025
Q1 		$219K Sell
5,124
-3,696
-42% -$165K ﹤0.01% 1800
2024
Q4 		$393K Buy
8,820
+2,440
+38% +$111K ﹤0.01% 1592
2024
Q3 		$286K Buy
6,380
+1,432
+29% +$62.1K ﹤0.01% 1695
2024
Q2 		$211K Buy
+4,948
New +$203K ﹤0.01% 1749
2024
Q1 		– Sell
-17,080
Closed -$628K – 1909
2023
Q4 		$628K Buy
+17,080
New +$591K ﹤0.01% 1639
2023
Q2 		– Sell
-7,352
Closed -$228K – 1871
2023
Q1 		$228K Buy
+7,352
New +$221K ﹤0.01% 1683
2022
Q1 		– Sell
-11,936
Closed -$434K – 1965
2021
Q4 		$434K Buy
11,936
+1,020
+9% +$36K ﹤0.01% 1588
2021
Q3 		$359K Sell
10,916
-28
-0.3% -$963 ﹤0.01% 1545
2021
Q2 		$364K Buy
+10,944
New +$351K ﹤0.01% 1551

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Neuberger Berman Group's QUAL Position: Q3 2026 in Review

Neuberger Berman Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.9% in Q3 2026, buying an estimated $60.4K and bringing the position to 12,104 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Neuberger Berman Group first reported a position in QUAL in Q2 2021 and has held it in 15 quarters since. 1,479 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Neuberger Berman Group held 12,104 shares of iShares MSCI USA Quality Factor ETF worth $673K as of Q3 2026.
  • Neuberger Berman Group bought 1,092 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $60.4K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q3 2026, its #1662 holding.
  • Neuberger Berman Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and has held it in 15 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Neuberger Berman Group's 13F filing for Q3 2026, filed 13 Nov 2026.