PAWA
QUAL icon

Palo Alto Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Palo Alto 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
2025
Q3 		$24.7M Buy
125,685
+5,541
+5% +$1.04M 7.2% 3
2025
Q2 		$22M Buy
120,144
+5,117
+4% +$883K 8.31% 3
2025
Q1 		$20.3M Buy
115,027
+18,295
+19% +$3.28M 7.93% 3
2024
Q4 		$17.2M Buy
96,732
+4,560
+5% +$828K 6.04% 5
2024
Q3 		$16.8M Buy
92,172
+4,605
+5% +$799K 6.94% 5
2024
Q2 		$15M Buy
87,567
+2,954
+3% +$485K 10.34% 3
2024
Q1 		$13.9M Buy
84,613
+8,045
+11% +$1.26M 9.8% 3
2023
Q4 		$11.3M Buy
76,568
+2,085
+3% +$289K 8.52% 3
2023
Q3 		$9.85M Buy
74,483
+1,265
+2% +$173K 8.22% 3
2023
Q2 		$9.87M Sell
73,218
-737
-1% -$93.7K 7.88% 4
2023
Q1 		$9.18M Buy
73,955
+4,128
+6% +$496K 7.35% 4
2022
Q4 		$7.96M Buy
+69,827
New +$7.92M 6.78% 4

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Palo Alto Wealth Advisors's QUAL Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.6% in Q3 2025, buying an estimated $1.04M and bringing the position to 125,685 shares worth $24.7M. The position accounts for 7.2% of the portfolio, ranked #3.

Palo Alto Wealth Advisors first reported a position in QUAL in Q4 2022 and has held it in 12 quarters since. 1,514 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

  • Palo Alto Wealth Advisors held 125,685 shares of iShares MSCI USA Quality Factor ETF worth $24.7M as of Q3 2025.
  • Palo Alto Wealth Advisors bought 5,541 iShares MSCI USA Quality Factor ETF shares in Q3 2025, an estimated $1.04M.
  • iShares MSCI USA Quality Factor ETF made up 7.2% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #3 holding.
  • Palo Alto Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 12 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.