Perryman Financial Advisory’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Perryman Financial Advisory’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	$892K	Sell	4,067 -3	-0.1%	-$629	0.12%	102
2026 Q1	$781K	Buy	4,070 +42	+1%	+$8.42K	0.12%	102
2025 Q4	$800K	Buy	+4,028	New	+$791K	0.12%	104

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

Perryman Financial Advisory's QUAL Position: Q2 2026 in Review

Perryman Financial Advisory reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.07% in Q2 2026, selling an estimated $629 and leaving 4,067 shares worth $892K. The position accounts for 0.12% of the portfolio, ranked #102.

Perryman Financial Advisory first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Perryman Financial Advisory held 4,067 shares of iShares MSCI USA Quality Factor ETF worth $892K as of Q2 2026.
Perryman Financial Advisory sold 3 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $629.
iShares MSCI USA Quality Factor ETF made up 0.12% of Perryman Financial Advisory's portfolio in Q2 2026, its #102 holding.
Perryman Financial Advisory first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.