Northwest Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Northwest Financial 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	$260K	Sell	1,185 -272	-19%	-$57K	0.03%	74
2026 Q1	$279K	Buy	1,457 +53	+4%	+$10.6K	0.54%	52
2025 Q4	$279K	Sell	1,404 -16	-1%	-$3.14K	0.57%	50
2025 Q3	$276K	Buy	+1,420	New	+$266K	0.35%	73
2024 Q4	–	Sell	-279	Closed	-$50K	–	428
2024 Q3	$50K	Buy	+279	New	+$48.4K	0.04%	227
2024 Q1	–	Sell	-56	Closed	-$8.24K	–	409
2023 Q4	$8.24K	Buy	+56	New	+$7.75K	0.01%	396

Other funds holding QUAL

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwest Financial Advisors's QUAL Position: Q2 2026 in Review

Northwest Financial Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 19% in Q2 2026, selling an estimated $57K and leaving 1,185 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #74.

Northwest Financial Advisors first reported a position in QUAL in Q4 2023 and has held it in 6 quarters since. The position peaked at $279K in Q1 2026. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Northwest Financial Advisors held 1,185 shares of iShares MSCI USA Quality Factor ETF worth $260K as of Q2 2026.
Northwest Financial Advisors sold 272 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $57K.
iShares MSCI USA Quality Factor ETF made up 0.03% of Northwest Financial Advisors's portfolio in Q2 2026, its #74 holding.
Northwest Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 6 quarters since.
Northwest Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $279K in Q1 2026.
1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.