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

Principle 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	$374K	Sell	1,704 -24	-1%	-$5.03K	0.02%	291
2026 Q1	$331K	Hold	1,728	–	–	0.02%	302
2025 Q4	$343K	Sell	1,728 -31	-2%	-$6.09K	0.02%	293
2025 Q3	$342K	Sell	1,759 -21	-1%	-$3.94K	0.02%	287
2025 Q2	$325K	Sell	1,780 -8	-0.4%	-$1.38K	0.02%	290
2025 Q1	$306K	Sell	1,788 -18	-1%	-$3.22K	0.02%	286
2024 Q4	$322K	Buy	1,806 +132	+8%	+$24K	0.02%	274
2024 Q3	$300K	Hold	1,674	–	–	0.02%	284
2024 Q2	$286K	Hold	1,674	–	–	0.02%	281
2024 Q1	$275K	Buy	+1,674	New	+$262K	0.02%	294

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

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

Principle Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.4% in Q2 2026, selling an estimated $5.03K and leaving 1,704 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #291.

Principle Wealth Partners first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Principle Wealth Partners held 1,704 shares of iShares MSCI USA Quality Factor ETF worth $374K as of Q2 2026.
Principle Wealth Partners sold 24 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $5.03K.
iShares MSCI USA Quality Factor ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #291 holding.
Principle Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.