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&Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

&Partners’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
Q1 		$128M Buy
665,712
+56,076
+9% +$11.2M 0.63% 22
2025
Q4 		$121M Sell
609,636
-25,944
-4% -$5.1M 0.63% 23
2025
Q3 		$123M Buy
635,580
+77,002
+14% +$14.4M 0.79% 15
2025
Q2 		$103M Buy
558,578
+461,572
+476% +$79.7M 0.79% 14
2025
Q1 		$16.5M Sell
97,006
-1,794
-2% -$321K 0.17% 125
2024
Q4 		$17.7M Buy
98,800
+19,802
+25% +$3.6M 0.21% 104
2024
Q3 		$14.3M Buy
78,998
+60,089
+318% +$10.4M 0.28% 82
2024
Q2 		$3.23M Buy
18,909
+7,732
+69% +$1.27M 0.14% 156
2024
Q1 		$1.84M Buy
+11,177
New +$1.75M 0.25% 80

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

&Partners's QUAL Position: Q1 2026 in Review

&Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.2% in Q1 2026, buying an estimated $11.2M and bringing the position to 665,712 shares worth $128M. The position accounts for 0.63% of the portfolio, ranked #22.

&Partners first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • &Partners held 665,712 shares of iShares MSCI USA Quality Factor ETF worth $128M as of Q1 2026.
  • &Partners bought 56,076 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $11.2M.
  • iShares MSCI USA Quality Factor ETF made up 0.63% of &Partners's portfolio in Q1 2026, its #22 holding.
  • &Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.