Planning Project LLC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Planning Project LLC’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 Q4	$229K	Buy	+1,155	New	+$227K	0.06%	31

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Planning Project LLC's QUAL Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025: 1,155 shares worth $229K. The stake represents 0.06% of the portfolio and ranks #31 among its holdings.

1,628 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

Planning Project LLC held 1,155 shares of iShares MSCI USA Quality Factor ETF worth $229K as of Q4 2025.
iShares MSCI USA Quality Factor ETF was a new Planning Project LLC position in Q4 2025.
iShares MSCI USA Quality Factor ETF made up 0.06% of Planning Project LLC's portfolio in Q4 2025, its #31 holding.
1,628 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.