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

Planning Strategies’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	$2.63M	Buy	+12,000	New	+$2.52M	1.64%	15

Other funds holding QUAL

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Planning Strategies's QUAL Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 12,000 shares worth $2.63M. The stake represents 1.64% of the portfolio and ranks #15 among its holdings.

1,581 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Planning Strategies held 12,000 shares of iShares MSCI USA Quality Factor ETF worth $2.63M as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Planning Strategies position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 1.64% of Planning Strategies's portfolio in Q2 2026, its #15 holding.
1,581 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.