Painted Porch Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Painted Porch 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	–	Sell	-3,433	Closed	-$682K	–	74
2025 Q4	$682K	Hold	3,433	–	–	0.27%	36
2025 Q3	$668K	Hold	3,433	–	–	0.25%	37
2025 Q2	$628K	Sell	3,433 -483	-12%	-$83.4K	0.26%	37
2025 Q1	$669K	Sell	3,916 -54	-1%	-$9.67K	0.28%	34
2024 Q4	$707K	Buy	3,970 +1,496	+60%	+$272K	0.35%	34
2024 Q3	$444K	Hold	2,474	–	–	0.22%	43
2024 Q2	$422K	Buy	2,474 +189	+8%	+$31K	0.24%	42
2024 Q1	$376K	Buy	+2,285	New	+$357K	0.23%	45

Other funds holding QUAL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Painted Porch Advisors's QUAL Position: Q1 2026 in Review

Painted Porch Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 3,433 shares — an estimated $682K sold.

Painted Porch Advisors first reported a position in QUAL in Q1 2024 and held it in 8 quarters. The position peaked at $707K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Painted Porch Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Painted Porch Advisors sold 3,433 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $682K.
Painted Porch Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and held it in 8 quarters.
Painted Porch Advisors's iShares MSCI USA Quality Factor ETF position peaked at $707K in Q4 2024.
1,650 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Painted Porch Advisors's 13F filing for Q1 2026, filed 15 May 2026.