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Pin Oak Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Pin Oak Investment 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 		$40K Buy
+183
New +$38.4K 0.03% 238
2018
Q3 		– Sell
-394
Closed -$33K – 437
2018
Q2 		$33K Buy
394
+224
+132% +$18.7K 0.02% 223
2018
Q1 		$14K Buy
+170
New +$14.4K 0.01% 296

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pin Oak Investment Advisors's QUAL Position: Q2 2026 in Review

Pin Oak Investment Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 183 shares worth $40K. The stake represents 0.03% of the portfolio and ranks #238 among its holdings. This is a return to the name: Pin Oak Investment Advisors previously reported a position in QUAL as recently as Q2 2018.

Pin Oak Investment Advisors first reported a position in QUAL in Q1 2018 and has held it in 3 quarters since. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Pin Oak Investment Advisors held 183 shares of iShares MSCI USA Quality Factor ETF worth $40K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Pin Oak Investment Advisors position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #238 holding.
  • Pin Oak Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2018 and has held it in 3 quarters since.
  • 1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.