Panoramic Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Panoramic Investment 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	$2.25M	Buy	10,250 +2	+0%	+$419	1.08%	28
2026 Q1	$1.97M	Sell	10,248 -2,574	-20%	-$516K	1.06%	30
2025 Q4	$2.55M	Sell	12,822 -998	-7%	-$196K	1.38%	22
2025 Q3	$2.69M	Sell	13,820 -11,734	-46%	-$2.2M	1.51%	21
2025 Q2	$4.67M	Sell	25,554 -781	-3%	-$135K	2.87%	5
2025 Q1	$4.5M	Sell	26,335 -839	-3%	-$150K	3.04%	4
2024 Q4	$4.84M	Buy	27,174 +2,050	+8%	+$372K	3.15%	4
2024 Q3	$4.5M	Buy	+25,124	New	+$4.36M	3.11%	5
2024 Q1	$4.16M	Sell	25,295 -1,193	-5%	-$186K	3.06%	8
2023 Q4	$3.9M	Sell	26,488 -1,348	-5%	-$187K	3.37%	6
2023 Q3	$3.67M	Buy	+27,836	New	+$3.8M	3.37%	7

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

Panoramic Investment Advisors's QUAL Position: Q2 2026 in Review

Panoramic Investment Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.02% in Q2 2026, buying an estimated $419 and bringing the position to 10,250 shares worth $2.25M. The position accounts for 1.08% of the portfolio, ranked #28.

Panoramic Investment Advisors first reported a position in QUAL in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.84M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Panoramic Investment Advisors held 10,250 shares of iShares MSCI USA Quality Factor ETF worth $2.25M as of Q2 2026.
Panoramic Investment Advisors bought 2 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $419.
iShares MSCI USA Quality Factor ETF made up 1.08% of Panoramic Investment Advisors's portfolio in Q2 2026, its #28 holding.
Panoramic Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 11 quarters since.
Panoramic Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $4.84M in Q4 2024.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.