PrairieView Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

PrairieView Partners’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	$36K	Hold	202	–	–	﹤0.01%	209
2025 Q1	$34K	Hold	202	–	–	﹤0.01%	209
2024 Q4	$35K	Hold	202	–	–	﹤0.01%	219
2024 Q3	$36K	Hold	202	–	–	﹤0.01%	217
2024 Q2	$34K	Hold	202	–	–	﹤0.01%	229
2024 Q1	$34K	Hold	202	–	–	﹤0.01%	210
2023 Q4	$30K	Hold	202	–	–	﹤0.01%	212
2023 Q3	$26K	Sell	202 -69	-25%	-$9.42K	﹤0.01%	221
2023 Q2	$36K	Buy	271 +69	+34%	+$8.78K	﹤0.01%	217
2023 Q1	$25K	Buy	+202	New	+$24.3K	﹤0.01%	237

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PrairieView Partners's QUAL Position: Q2 2025 in Review

PrairieView Partners held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2025 at 202 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

PrairieView Partners first reported a position in QUAL in Q1 2023 and has held it in 10 quarters since. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

PrairieView Partners held 202 shares of iShares MSCI USA Quality Factor ETF worth $36K as of Q2 2025.
PrairieView Partners left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2025.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #209 holding.
PrairieView Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 10 quarters since.
1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.