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Physician Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Physician Wealth 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
2026
Q1 		$14.7M Buy
76,659
+1,246
+2% +$250K 2.05% 12
2025
Q4 		$15M Sell
75,413
-57,889
-43% -$11.4M 2.08% 14
2025
Q3 		$25.9M Sell
133,302
-20,539
-13% -$3.85M 3.69% 5
2025
Q2 		$28.1M Buy
153,841
+8,100
+6% +$1.4M 4.42% 2
2025
Q1 		$24.9M Buy
145,741
+24,985
+21% +$4.47M 4.29% 3
2024
Q4 		$21.5M Buy
120,756
+2,435
+2% +$442K 3.63% 4
2024
Q3 		$21.4M Buy
118,321
+8,363
+8% +$1.45M 3.86% 3
2024
Q2 		$19.4M Buy
109,958
+3,498
+3% +$574K 3.57% 6
2024
Q1 		$16.9M Buy
106,460
+4,468
+4% +$698K 3.54% 5
2023
Q4 		$15.4M Buy
101,992
+5,550
+6% +$768K 3.45% 5
2023
Q3 		$13M Sell
96,442
-31,936
-25% -$4.36M 3.33% 6
2023
Q2 		$17.3M Buy
128,378
+2,744
+2% +$349K 4.29% 4
2023
Q1 		$15.7M Buy
125,634
+121,292
+2,793% +$14.6M 4.12% 4
2022
Q4 		$522K Sell
4,342
-43
-1% -$4.88K 0.14% 74
2022
Q3 		$482K Buy
4,385
+990
+29% +$116K 0.15% 72
2022
Q2 		$413K Buy
3,395
+487
+17% +$59.4K 0.12% 91
2022
Q1 		$375K Buy
2,908
+664
+30% +$88.2K 0.1% 103
2021
Q4 		$315K Buy
+2,244
New +$317K 0.08% 119
2020
Q2 		– Sell
-11,625
Closed -$1.01M – 135
2020
Q1 		$1.01M Sell
11,625
-27,694
-70% -$2.64M 0.51% 37
2019
Q4 		$4.06M Buy
39,319
+7,741
+25% +$746K 1.81% 13
2019
Q3 		$3.1M Buy
+31,578
New +$2.9M 1.51% 15

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

Physician Wealth Advisors's QUAL Position: Q1 2026 in Review

Physician Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.7% in Q1 2026, buying an estimated $250K and bringing the position to 76,659 shares worth $14.7M. The position accounts for 2.05% of the portfolio, ranked #12.

Physician Wealth Advisors first reported a position in QUAL in Q3 2019 and has held it in 21 quarters since. The position peaked at $28.1M in Q2 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Physician Wealth Advisors held 76,659 shares of iShares MSCI USA Quality Factor ETF worth $14.7M as of Q1 2026.
  • Physician Wealth Advisors bought 1,246 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $250K.
  • iShares MSCI USA Quality Factor ETF made up 2.05% of Physician Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Physician Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and has held it in 21 quarters since.
  • Physician Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $28.1M in Q2 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.