Paller Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Paller Financial Services’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	$5.92M	Sell	26,994 -2,305	-8%	-$483K	4.43%	5
2026 Q1	$5.62M	Sell	29,299 -988	-3%	-$198K	4.65%	5
2025 Q4	$6.02M	Buy	+30,287	New	+$5.95M	4.82%	3

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

Paller Financial Services's QUAL Position: Q2 2026 in Review

Paller Financial Services reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 7.9% in Q2 2026, selling an estimated $483K and leaving 26,994 shares worth $5.92M. The position accounts for 4.43% of the portfolio, ranked #5.

Paller Financial Services first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.02M in Q4 2025. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Paller Financial Services held 26,994 shares of iShares MSCI USA Quality Factor ETF worth $5.92M as of Q2 2026.
Paller Financial Services sold 2,305 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $483K.
iShares MSCI USA Quality Factor ETF made up 4.43% of Paller Financial Services's portfolio in Q2 2026, its #5 holding.
Paller Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
Paller Financial Services's iShares MSCI USA Quality Factor ETF position peaked at $6.02M in Q4 2025.
1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Paller Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.