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Nixon Peabody Trust’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Nixon Peabody Trust’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 		$341K Hold
1,555
– – 0.02% 148
2026
Q1 		$298K Sell
1,555
-314
-17% -$62.9K 0.02% 137
2025
Q4 		$371K Buy
+1,869
New +$367K 0.03% 125

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Nixon Peabody Trust's QUAL Position: Q2 2026 in Review

Nixon Peabody Trust held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,555 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #148.

Nixon Peabody Trust first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q4 2025. 929 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Nixon Peabody Trust held 1,555 shares of iShares MSCI USA Quality Factor ETF worth $341K as of Q2 2026.
  • Nixon Peabody Trust left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Nixon Peabody Trust's portfolio in Q2 2026, its #148 holding.
  • Nixon Peabody Trust first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Nixon Peabody Trust's iShares MSCI USA Quality Factor ETF position peaked at $371K in Q4 2025.
  • 929 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.