North Ridge Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

North Ridge 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 Q1	$42.8K	Buy	+223	New	+$44.7K	0.02%	90

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

North Ridge Wealth Advisors's QUAL Position: Q1 2026 in Review

North Ridge Wealth Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026: 223 shares worth $42.8K. The stake represents 0.02% of the portfolio and ranks #90 among its holdings.

1,649 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

North Ridge Wealth Advisors held 223 shares of iShares MSCI USA Quality Factor ETF worth $42.8K as of Q1 2026.
iShares MSCI USA Quality Factor ETF was a new North Ridge Wealth Advisors position in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 0.02% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #90 holding.
1,649 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.