Pinnacle Wealth Planning Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$733K	Buy	13,200 +504	+4%	+$27.9K	0.07%	162
2026 Q2	$696K	Buy	12,696 +12	+0.1%	+$629	0.07%	169
2026 Q1	$608K	Hold	12,684	–	–	0.06%	184
2025 Q4	$630K	Buy	12,684 +416	+3%	+$20.4K	0.07%	167
2025 Q3	$597K	Hold	12,268	–	–	0.07%	176
2025 Q2	$561K	Sell	12,268 -220	-2%	-$9.49K	0.07%	176
2025 Q1	$534K	Buy	12,488 +156	+1%	+$6.98K	0.08%	157
2024 Q4	$549K	Buy	+12,332	New	+$560K	0.08%	147
2021 Q1	–	Sell	-4	Closed	–	–	1571
2020 Q4	$0	Buy	+4	New	+$110	﹤0.01%	2303

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's QUAL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4% in Q3 2026, buying an estimated $27.9K and bringing the position to 13,200 shares worth $733K. The position accounts for 0.07% of the portfolio, ranked #162.

Pinnacle Wealth Planning Services first reported a position in QUAL in Q4 2020 and has held it in 9 quarters since. 1,479 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Pinnacle Wealth Planning Services held 13,200 shares of iShares MSCI USA Quality Factor ETF worth $733K as of Q3 2026.
Pinnacle Wealth Planning Services bought 504 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $27.9K.
iShares MSCI USA Quality Factor ETF made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #162 holding.
Pinnacle Wealth Planning Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 9 quarters since.
1,479 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.