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
Q2 		$604K Buy
2,753
+295
+12% +$61.9K ﹤0.01% 1721
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
-4,270
Closed -$628K – 1908
2023
Q4 		$628K Buy
+4,270
New +$591K ﹤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 $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

Neuberger Berman Group's QUAL Position: Q2 2026 in Review

Neuberger Berman Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 12% in Q2 2026, buying an estimated $61.9K and bringing the position to 2,753 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Neuberger Berman Group first reported a position in QUAL in Q2 2021 and has held it in 14 quarters since. The position peaked at $628K in Q4 2023. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Neuberger Berman Group held 2,753 shares of iShares MSCI USA Quality Factor ETF worth $604K as of Q2 2026.
  • Neuberger Berman Group bought 295 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $61.9K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1721 holding.
  • Neuberger Berman Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and has held it in 14 quarters since.
  • Neuberger Berman Group's iShares MSCI USA Quality Factor ETF position peaked at $628K in Q4 2023.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.