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

Pacific Excel 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 Q2	$561K	Sell	2,558 -500	-16%	-$105K	0.22%	92
2026 Q1	$587K	Buy	3,058 +1,024	+50%	+$205K	0.62%	60
2025 Q4	$404K	Buy	+2,034	New	+$400K	0.76%	55

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

Pacific Excel Wealth Advisors's QUAL Position: Q2 2026 in Review

Pacific Excel Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 16% in Q2 2026, selling an estimated $105K and leaving 2,558 shares worth $561K. The position accounts for 0.22% of the portfolio, ranked #92.

Pacific Excel Wealth Advisors first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $587K in Q1 2026. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Pacific Excel Wealth Advisors held 2,558 shares of iShares MSCI USA Quality Factor ETF worth $561K as of Q2 2026.
Pacific Excel Wealth Advisors sold 500 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $105K.
iShares MSCI USA Quality Factor ETF made up 0.22% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Pacific Excel Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
Pacific Excel Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $587K in Q1 2026.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.