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 Q2	–	Sell	-2,205	Closed	-$423K	–	164
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 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

Pinnacle Family Advisors's QUAL Position: Q2 2026 in Review

Pinnacle Family Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 2,205 shares — an estimated $423K sold.

Pinnacle Family Advisors first reported a position in QUAL in Q2 2023 and held it in 12 quarters. The position peaked at $764K in Q3 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Pinnacle Family Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 2,205 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $423K.
Pinnacle Family Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and held it in 12 quarters.
Pinnacle Family Advisors's iShares MSCI USA Quality Factor ETF position peaked at $764K in Q3 2025.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.