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Oxinas Partners Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Oxinas Partners Wealth Management’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 		$755K Buy
3,441
+537
+18% +$113K 0.3% 67
2026
Q1 		$557K Buy
2,904
+723
+33% +$145K 0.25% 72
2025
Q4 		$433K Sell
2,181
-27
-1% -$5.3K 0.21% 83
2025
Q3 		$429K Sell
2,208
-206
-9% -$38.7K 0.23% 78
2025
Q2 		$441K Buy
2,414
+872
+57% +$150K 0.23% 83
2025
Q1 		$264K Sell
1,542
-152
-9% -$27.2K 0.16% 102
2024
Q4 		$302K Buy
1,694
+164
+11% +$29.8K 0.18% 96
2024
Q3 		$274K Buy
1,530
+2
+0.1% +$347 0.17% 95
2024
Q2 		$261K Sell
1,528
-38
-2% -$6.24K 0.17% 104
2024
Q1 		$257K Buy
1,566
+3
+0.2% +$469 0.17% 106
2023
Q4 		$230K Sell
1,563
-472
-23% -$65.3K 0.16% 102
2023
Q3 		$268K Buy
2,035
+46
+2% +$6.28K 0.2% 83
2023
Q2 		$268K Sell
1,989
-61
-3% -$7.76K 0.18% 93
2023
Q1 		$254K Buy
2,050
+3
+0.1% +$360 0.18% 90
2022
Q4 		$233K Sell
2,047
-78
-4% -$8.85K 0.2% 81
2022
Q3 		$221K Sell
2,125
-72
-3% -$8.42K 0.18% 81
2022
Q2 		$245K Sell
2,197
-744
-25% -$90.8K 0.19% 87
2022
Q1 		$396K Buy
2,941
+42
+1% +$5.58K 0.25% 75
2021
Q4 		$422K Buy
2,899
+68
+2% +$9.61K 0.24% 94
2021
Q3 		$373K Buy
2,831
+176
+7% +$24.2K 0.22% 99
2021
Q2 		$353K Buy
2,655
+139
+6% +$17.8K 0.2% 110
2021
Q1 		$306K Sell
2,516
-123
-5% -$14.5K 0.19% 106
2020
Q4 		$307K Buy
+2,639
New +$291K 0.23% 88

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oxinas Partners Wealth Management's QUAL Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 18% in Q2 2026, buying an estimated $113K and bringing the position to 3,441 shares worth $755K. The position accounts for 0.3% of the portfolio, ranked #67.

Oxinas Partners Wealth Management first reported a position in QUAL in Q4 2020 and has held it in 23 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Oxinas Partners Wealth Management held 3,441 shares of iShares MSCI USA Quality Factor ETF worth $755K as of Q2 2026.
  • Oxinas Partners Wealth Management bought 537 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $113K.
  • iShares MSCI USA Quality Factor ETF made up 0.3% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.