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

Precision Wealth 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	$267K	Sell	1,219 -11	-0.9%	-$2.31K	0.08%	158
2026 Q1	$236K	Sell	1,230 -3	-0.2%	-$601	0.08%	148
2025 Q4	$245K	Buy	1,233 +70	+6%	+$13.8K	0.08%	146
2025 Q3	$226K	Hold	1,163	–	–	0.07%	155
2025 Q2	$213K	Buy	+1,163	New	+$201K	0.07%	164

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

Precision Wealth Strategies's QUAL Position: Q2 2026 in Review

Precision Wealth Strategies reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.89% in Q2 2026, selling an estimated $2.31K and leaving 1,219 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #158.

Precision Wealth Strategies first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Precision Wealth Strategies held 1,219 shares of iShares MSCI USA Quality Factor ETF worth $267K as of Q2 2026.
Precision Wealth Strategies sold 11 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2.31K.
iShares MSCI USA Quality Factor ETF made up 0.08% of Precision Wealth Strategies's portfolio in Q2 2026, its #158 holding.
Precision Wealth Strategies first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.