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 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 $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Prasad Wealth Partners's QUAL Position: Q1 2026 in Review

Prasad Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.7% in Q1 2026, buying an estimated $7.22K and bringing the position to 1,388 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #116.

Prasad Wealth Partners first reported a position in QUAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $269K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Prasad Wealth Partners held 1,388 shares of iShares MSCI USA Quality Factor ETF worth $266K as of Q1 2026.
Prasad Wealth Partners bought 36 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $7.22K.
iShares MSCI USA Quality Factor ETF made up 0.07% of Prasad Wealth Partners's portfolio in Q1 2026, its #116 holding.
Prasad Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Prasad Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $269K in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.