Ogorek Anthony Joseph’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Ogorek Anthony Joseph’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	$55K	Hold	253	–	–	0.01%	166
2026 Q1	$48K	Sell	253 -57	-18%	-$11.4K	0.01%	167
2025 Q4	$61K	Hold	310	–	–	0.02%	148
2025 Q3	$60K	Sell	310 -16	-5%	-$3K	0.02%	156
2025 Q2	$59K	Hold	326	–	–	0.02%	148
2025 Q1	$55K	Buy	326 +56	+21%	+$10K	0.02%	143
2024 Q4	$48K	Buy	+270	New	+$49K	0.02%	123

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 22.96% 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

Ogorek Anthony Joseph's QUAL Position: Q2 2026 in Review

Ogorek Anthony Joseph held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 253 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #166.

Ogorek Anthony Joseph first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $61K in Q4 2025. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Ogorek Anthony Joseph held 253 shares of iShares MSCI USA Quality Factor ETF worth $55K as of Q2 2026.
Ogorek Anthony Joseph left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #166 holding.
Ogorek Anthony Joseph first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Ogorek Anthony Joseph's iShares MSCI USA Quality Factor ETF position peaked at $61K in Q4 2025.
1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.