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Planned Solutions’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Planned Solutions’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
2025
Q2 		– Sell
-4,420
Closed -$755K – 129
2025
Q1 		$755K Buy
4,420
+929
+27% +$166K 0.31% 40
2024
Q4 		$622K Buy
3,491
+1,885
+117% +$342K 0.25% 44
2024
Q3 		$288K Hold
1,606
– – 0.12% 78
2024
Q2 		$274K Buy
1,606
+382
+31% +$62.7K 0.13% 73
2024
Q1 		$201K Hold
1,224
– – 0.1% 100
2023
Q4 		$180K Buy
+1,224
New +$169K 0.08% 98
2021
Q1 		– Sell
-386
Closed -$45K – 324
2020
Q4 		$45K Hold
386
– – 0.04% 218
2020
Q3 		$40K Buy
+386
New +$39.5K 0.04% 175

Other funds holding QUAL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Planned Solutions's QUAL Position: Q2 2025 in Review

Planned Solutions sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2025, closing a stake of 4,420 shares — an estimated $755K sold.

Planned Solutions first reported a position in QUAL in Q3 2020 and held it in 8 quarters. The position peaked at $755K in Q1 2025. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

  • Planned Solutions reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Planned Solutions sold 4,420 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $755K.
  • Planned Solutions first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2020 and held it in 8 quarters.
  • Planned Solutions's iShares MSCI USA Quality Factor ETF position peaked at $755K in Q1 2025.
  • 1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Planned Solutions's 13F filing for Q2 2025, filed 29 Jul 2025.