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

Paulson 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
2026 Q2	$870K	Hold	3,965	–	–	0.18%	54
2026 Q1	$761K	Hold	3,965	–	–	0.18%	55
2025 Q4	$788K	Hold	3,965	–	–	0.18%	60
2025 Q3	$771K	Sell	3,965 -257	-6%	-$48.2K	0.18%	61
2025 Q2	$772K	Hold	4,222	–	–	0.2%	59
2025 Q1	$721K	Hold	4,222	–	–	0.2%	50
2024 Q4	$752K	Hold	4,222	–	–	0.21%	54
2024 Q3	$757K	Hold	4,222	–	–	0.2%	56
2024 Q2	$721K	Hold	4,222	–	–	0.21%	58
2024 Q1	$694K	Sell	4,222 -7	-0.2%	-$1.09K	0.2%	59
2023 Q4	$622K	Sell	4,229 -64	-1%	-$8.86K	0.2%	59
2023 Q3	$566K	Sell	4,293 -72	-2%	-$9.83K	0.2%	64
2023 Q2	$589K	Hold	4,365	–	–	0.2%	60
2023 Q1	$542K	Hold	4,365	–	–	0.24%	38
2022 Q4	$497K	Sell	4,365 -237	-5%	-$26.9K	0.24%	41
2022 Q3	$478K	Hold	4,602	–	–	0.26%	35
2022 Q2	$514K	Hold	4,602	–	–	0.27%	35
2022 Q1	$620K	Sell	4,602 -3	-0.1%	-$398	0.28%	30
2021 Q4	$670K	Hold	4,605	–	–	0.3%	30
2021 Q3	$607K	Hold	4,605	–	–	0.29%	38
2021 Q2	$612K	Hold	4,605	–	–	0.3%	36
2021 Q1	$585K	Sell	4,605 -127	-3%	-$15K	0.29%	38
2020 Q4	$550K	Hold	4,732	–	–	0.32%	41
2020 Q3	$491K	Hold	4,732	–	–	0.32%	44
2020 Q2	$454K	Hold	4,732	–	–	0.32%	47
2020 Q1	$410K	Sell	4,732 -1,590	-25%	-$152K	0.31%	54
2019 Q4	$661K	Sell	6,322 -595	-9%	-$57.3K	0.47%	40
2019 Q3	$639K	Sell	6,917 -820	-11%	-$75.4K	0.48%	38
2019 Q2	$723K	Sell	7,737 -2,861	-27%	-$257K	0.54%	36
2019 Q1	$938K	Sell	10,598 -1,758	-14%	-$148K	0.71%	25
2018 Q4	$992K	Sell	12,356 -3,357	-21%	-$279K	0.82%	28
2018 Q3	$1.32M	Sell	15,713 -372	-2%	-$32.7K	1.19%	20
2018 Q2	$1.34M	Sell	16,085 -1,479	-8%	-$124K	1.33%	19
2018 Q1	$1.45M	Sell	17,564 -1,611	-8%	-$137K	1.45%	16
2017 Q4	$1.59M	Buy	+19,175	New	+$1.55M	1.4%	16

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

Paulson Wealth Management's QUAL Position: Q2 2026 in Review

Paulson Wealth Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 3,965 shares worth $870K. The position accounts for 0.18% of the portfolio, ranked #54.

Paulson Wealth Management first reported a position in QUAL in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.59M in Q4 2017. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Paulson Wealth Management held 3,965 shares of iShares MSCI USA Quality Factor ETF worth $870K as of Q2 2026.
Paulson Wealth Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.18% of Paulson Wealth Management's portfolio in Q2 2026, its #54 holding.
Paulson Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2017 and has held it in 35 quarters since.
Paulson Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $1.59M in Q4 2017.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.