Presilium Private Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Presilium Private Wealth’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	$204K	Buy	+928	New	+$195K	0.03%	96
2025 Q4	–	Sell	-1,178	Closed	-$229K	–	78
2025 Q3	$229K	Hold	1,178	–	–	0.04%	72
2025 Q2	$215K	Hold	1,178	–	–	0.04%	69
2025 Q1	$201K	Hold	1,178	–	–	0.05%	70
2024 Q4	$210K	Hold	1,178	–	–	0.05%	75
2024 Q3	$211K	Hold	1,178	–	–	0.05%	75
2024 Q2	$201K	Buy	+1,178	New	+$193K	0.05%	72

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

Presilium Private Wealth's QUAL Position: Q2 2026 in Review

Presilium Private Wealth opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 928 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #96 among its holdings. This is a return to the name: Presilium Private Wealth previously reported a position in QUAL as recently as Q3 2025.

Presilium Private Wealth first reported a position in QUAL in Q2 2024 and has held it in 7 quarters since. The position peaked at $229K in Q3 2025. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Presilium Private Wealth held 928 shares of iShares MSCI USA Quality Factor ETF worth $204K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Presilium Private Wealth position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.03% of Presilium Private Wealth's portfolio in Q2 2026, its #96 holding.
Presilium Private Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 7 quarters since.
Presilium Private Wealth's iShares MSCI USA Quality Factor ETF position peaked at $229K in Q3 2025.
1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.