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

Prasad Wealth 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
2026 Q2	$305K	Buy	1,390 +2	+0.1%	+$419	0.07%	121
2026 Q1	$266K	Buy	1,388 +36	+3%	+$7.22K	0.07%	116
2025 Q4	$269K	Buy	1,352 +4	+0.3%	+$786	0.07%	115
2025 Q3	$262K	Buy	1,348 +3	+0.2%	+$563	0.07%	111
2025 Q2	$246K	Buy	1,345 +3	+0.2%	+$518	0.07%	103
2025 Q1	$229K	Buy	1,342 +3	+0.2%	+$537	0.07%	106
2024 Q4	$238K	Buy	+1,339	New	+$243K	0.08%	98

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 22.96% 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

Prasad Wealth Partners's QUAL Position: Q2 2026 in Review

Prasad Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.14% in Q2 2026, buying an estimated $419 and bringing the position to 1,390 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #121.

Prasad Wealth Partners first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Prasad Wealth Partners held 1,390 shares of iShares MSCI USA Quality Factor ETF worth $305K as of Q2 2026.
Prasad Wealth Partners bought 2 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $419.
iShares MSCI USA Quality Factor ETF made up 0.07% of Prasad Wealth Partners's portfolio in Q2 2026, its #121 holding.
Prasad Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.