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

Paladin Wealth’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
2025
Q3 		– Sell
-11,000
Closed -$2.01M – 120
2025
Q2 		$2.01M Buy
11,000
+220
+2% +$38K 1.56% 13
2025
Q1 		$1.84M Buy
10,780
+558
+5% +$99.9K 1.65% 14
2024
Q4 		$1.82M Sell
10,222
-111
-1% -$20.2K 1.57% 18
2024
Q3 		$1.85M Buy
+10,333
New +$1.79M 1.62% 14

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Paladin Wealth's QUAL Position: Q3 2025 in Review

Paladin Wealth sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2025, closing a stake of 11,000 shares — an estimated $2.01M sold.

Paladin Wealth first reported a position in QUAL in Q3 2024 and held it in 4 quarters. The position peaked at $2.01M in Q2 2025. 1,518 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

  • Paladin Wealth reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Paladin Wealth sold 11,000 iShares MSCI USA Quality Factor ETF shares in Q3 2025, an estimated $2.01M.
  • Paladin Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and held it in 4 quarters.
  • Paladin Wealth's iShares MSCI USA Quality Factor ETF position peaked at $2.01M in Q2 2025.
  • 1,518 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Paladin Wealth's 13F filing for Q3 2025, filed 14 Oct 2025.