Plante Moran Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Plante Moran Financial 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	$295K	Hold	1,346	–	–	0.01%	129
2026 Q1	$258K	Sell	1,346 -525	-28%	-$105K	0.02%	142
2025 Q4	$372K	Hold	1,871	–	–	0.02%	117
2025 Q3	$364K	Buy	1,871 +32	+2%	+$6K	0.02%	116
2025 Q2	$336K	Buy	1,839 +16	+0.9%	+$2.76K	0.02%	113
2025 Q1	$312K	Sell	1,823 -128	-7%	-$22.9K	0.03%	118
2024 Q4	$347K	Buy	1,951 +40	+2%	+$7.27K	0.03%	115
2024 Q3	$343K	Buy	1,911 +219	+13%	+$38K	0.03%	122
2024 Q2	$289K	Buy	1,692 +1,068	+171%	+$175K	0.03%	129
2024 Q1	$103K	Buy	624 +351	+129%	+$54.8K	0.01%	248
2023 Q4	$40.2K	Buy	+273	New	+$37.8K	﹤0.01%	348
2023 Q2	–	Sell	-144	Closed	-$17.8K	–	853
2023 Q1	$17.8K	Buy	+144	New	+$17.3K	﹤0.01%	468
2018 Q4	–	Sell	-553	Closed	-$50K	–	948
2018 Q3	$50K	Buy	+553	New	+$48.6K	0.02%	291

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 22.9% 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

Plante Moran Financial Advisors's QUAL Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,346 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #129.

Plante Moran Financial Advisors first reported a position in QUAL in Q3 2018 and has held it in 13 quarters since. The position peaked at $372K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Plante Moran Financial Advisors held 1,346 shares of iShares MSCI USA Quality Factor ETF worth $295K as of Q2 2026.
Plante Moran Financial Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #129 holding.
Plante Moran Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2018 and has held it in 13 quarters since.
Plante Moran Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $372K in Q4 2025.
1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.