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

Opal 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	$213K	Buy	+1,112	New	+$223K	0.05%	198
2025 Q3	–	Sell	-303	Closed	-$55.4K	–	466
2025 Q2	$55.4K	Sell	303 -127	-30%	-$21.9K	0.02%	362
2025 Q1	$73.5K	Buy	+430	New	+$77K	0.02%	306
2024 Q3	–	Sell	-242	Closed	-$41.3K	–	943
2024 Q2	$41.3K	Buy	+242	New	+$39.7K	0.01%	378
2024 Q1	–	Sell	-1,445	Closed	-$213K	–	361
2023 Q4	$213K	Buy	+1,445	New	+$200K	0.08%	161

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Opal Wealth Advisors's QUAL Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026: 1,112 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #198 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in QUAL as recently as Q2 2025.

Opal Wealth Advisors first reported a position in QUAL in Q4 2023 and has held it in 5 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Opal Wealth Advisors held 1,112 shares of iShares MSCI USA Quality Factor ETF worth $213K as of Q1 2026.
iShares MSCI USA Quality Factor ETF was a new Opal Wealth Advisors position in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q1 2026, its #198 holding.
Opal Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 5 quarters since.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.