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Pinnacle Family Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Pinnacle Family 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 		$423K Sell
2,205
-1,241
-36% -$249K 0.2% 78
2025
Q4 		$684K Sell
3,446
-482
-12% -$94.7K 0.3% 60
2025
Q3 		$764K Buy
3,928
+1
+0% +$188 0.33% 48
2025
Q2 		$718K Buy
3,927
+7
+0.2% +$1.21K 0.35% 52
2025
Q1 		$670K Buy
3,920
+662
+20% +$119K 0.36% 52
2024
Q4 		$580K Sell
3,258
-50
-2% -$9.08K 0.28% 62
2024
Q3 		$593K Buy
3,308
+8
+0.2% +$1.39K 0.31% 61
2024
Q2 		$563K Buy
3,300
+964
+41% +$158K 0.31% 54
2024
Q1 		$384K Sell
2,336
-1,541
-40% -$241K 0.2% 68
2023
Q4 		$570K Buy
3,877
+14
+0.4% +$1.94K 0.34% 48
2023
Q3 		$509K Sell
3,863
-789
-17% -$108K 0.29% 51
2023
Q2 		$627K Buy
+4,652
New +$592K 0.34% 51

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

Pinnacle Family Advisors's QUAL Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 36% in Q1 2026, selling an estimated $249K and leaving 2,205 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #78.

Pinnacle Family Advisors first reported a position in QUAL in Q2 2023 and has held it in 12 quarters since. The position peaked at $764K in Q3 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Pinnacle Family Advisors held 2,205 shares of iShares MSCI USA Quality Factor ETF worth $423K as of Q1 2026.
  • Pinnacle Family Advisors sold 1,241 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $249K.
  • iShares MSCI USA Quality Factor ETF made up 0.2% of Pinnacle Family Advisors's portfolio in Q1 2026, its #78 holding.
  • Pinnacle Family Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 12 quarters since.
  • Pinnacle Family Advisors's iShares MSCI USA Quality Factor ETF position peaked at $764K in Q3 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.