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

Parkworth Wealth Management’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
Q2 		$9.51K Hold
52
– – 0.01% 147
2025
Q1 		$8.89K Hold
52
– – 0.01% 137
2024
Q4 		$9.26K Buy
+52
New +$9.45K 0.01% 142

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Parkworth Wealth Management's QUAL Position: Q2 2025 in Review

Parkworth Wealth Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2025 at 52 shares worth $9.51K. The position accounts for 0.01% of the portfolio, ranked #147.

Parkworth Wealth Management first reported a position in QUAL in Q4 2024 and has held it in 3 quarters since. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

  • Parkworth Wealth Management held 52 shares of iShares MSCI USA Quality Factor ETF worth $9.51K as of Q2 2025.
  • Parkworth Wealth Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2025.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #147 holding.
  • Parkworth Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.