Personal CFO Solutions’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Personal CFO Solutions’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	–	Sell	-7,672	Closed	-$1.47M	–	574
2026 Q1	$1.47M	Buy	+7,672	New	+$1.54M	0.21%	81
2024 Q4	–	Sell	-5,418	Closed	-$971K	–	579
2024 Q3	$971K	Buy	5,418 +151	+3%	+$26.2K	0.14%	143
2024 Q2	$899K	Buy	5,267 +2,255	+75%	+$370K	0.14%	140
2024 Q1	$495K	Buy	3,012 +170	+6%	+$26.6K	0.08%	252
2023 Q4	$418K	Buy	+2,842	New	+$393K	0.07%	281

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

Personal CFO Solutions's QUAL Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 7,672 shares — an estimated $1.47M sold.

Personal CFO Solutions first reported a position in QUAL in Q4 2023 and held it in 5 quarters. The position peaked at $1.47M in Q1 2026. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Personal CFO Solutions reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 7,672 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.47M.
Personal CFO Solutions first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and held it in 5 quarters.
Personal CFO Solutions's iShares MSCI USA Quality Factor ETF position peaked at $1.47M in Q1 2026.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.