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 Q2	$3.08M	Sell	14,018 -62,641	-82%	-$13.1M	0.37%	43
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 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

Physician Wealth Advisors's QUAL Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 82% in Q2 2026, selling an estimated $13.1M and leaving 14,018 shares worth $3.08M. The position accounts for 0.37% of the portfolio, ranked #43.

Physician Wealth Advisors first reported a position in QUAL in Q3 2019 and has held it in 22 quarters since. The position peaked at $28.1M in Q2 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Physician Wealth Advisors held 14,018 shares of iShares MSCI USA Quality Factor ETF worth $3.08M as of Q2 2026.
Physician Wealth Advisors sold 62,641 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $13.1M.
iShares MSCI USA Quality Factor ETF made up 0.37% of Physician Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Physician Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and has held it in 22 quarters since.
Physician Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $28.1M in Q2 2025.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.