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New England Private Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

New England Private Wealth 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
2026
Q2 		$261K Buy
1,203
+2
+0.2% +$419 0.03% 190
2026
Q1 		$230K Buy
1,201
+109
+10% +$21.8K 0.03% 180
2025
Q4 		$217K Buy
1,092
+4
+0.4% +$786 0.03% 176
2025
Q3 		$212K Buy
1,088
+2
+0.2% +$375 0.03% 174
2025
Q2 		$201K Buy
+1,086
New +$187K 0.03% 158
2021
Q3 		– Sell
-1,785
Closed -$237K – 102
2021
Q2 		$237K Hold
1,785
– – 0.05% 95
2021
Q1 		$217K Buy
+1,785
New +$211K 0.04% 95

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

New England Private Wealth Advisors's QUAL Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.17% in Q2 2026, buying an estimated $419 and bringing the position to 1,203 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #190.

New England Private Wealth Advisors first reported a position in QUAL in Q1 2021 and has held it in 7 quarters since. 1,056 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • New England Private Wealth Advisors held 1,203 shares of iShares MSCI USA Quality Factor ETF worth $261K as of Q2 2026.
  • New England Private Wealth Advisors bought 2 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $419.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • New England Private Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2021 and has held it in 7 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.