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Peak Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Peak Financial 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
Q2 		– Sell
-13,569
Closed -$2.32M – 105
2025
Q1 		$2.32M Buy
13,569
+117
+0.9% +$20.9K 1.18% 35
2024
Q4 		$2.4M Buy
13,452
+205
+2% +$37.2K 1.25% 29
2024
Q3 		$2.38M Buy
13,247
+1,123
+9% +$195K 1.22% 35
2024
Q2 		$2.07M Buy
+12,124
New +$1.99M 1.19% 35

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

Peak Financial Advisors's QUAL Position: Q2 2025 in Review

Peak Financial Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2025, closing a stake of 13,569 shares — an estimated $2.32M sold.

Peak Financial Advisors first reported a position in QUAL in Q2 2024 and held it in 4 quarters. The position peaked at $2.4M in Q4 2024. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

  • Peak Financial Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 13,569 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $2.32M.
  • Peak Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and held it in 4 quarters.
  • Peak Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2.4M in Q4 2024.
  • 1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.