Professional Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Professional Financial Advisors’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	–	Sell	-1,512	Closed	-$300K	–	145
2025 Q4	$300K	Hold	1,512	–	–	0.06%	103
2025 Q3	$294K	Buy	1,512 +31	+2%	+$5.82K	0.06%	104
2025 Q2	$271K	Buy	1,481 +110	+8%	+$19K	0.06%	101
2025 Q1	$234K	Buy	+1,371	New	+$245K	0.06%	99
2022 Q4	–	Sell	-323	Closed	-$34K	–	363
2022 Q3	$34K	Buy	323 +2	+0.6%	+$234	0.02%	175
2022 Q2	$36K	Hold	321	–	–	0.02%	176
2022 Q1	$43K	Sell	321 -23	-7%	-$3.05K	0.02%	153
2021 Q4	$50K	Buy	344 +1	+0.3%	+$141	0.02%	168
2021 Q3	$45K	Buy	343 +1	+0.3%	+$138	0.03%	146
2021 Q2	$45K	Sell	342 -35	-9%	-$4.49K	0.02%	148
2021 Q1	$46K	Sell	377 -632	-63%	-$74.7K	0.03%	132
2020 Q4	$117K	Buy	1,009 +97	+11%	+$10.7K	0.09%	95
2020 Q3	$92K	Buy	+912	New	+$93.4K	0.09%	97

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Professional Financial Advisors's QUAL Position: Q1 2026 in Review

Professional Financial Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 1,512 shares — an estimated $300K sold.

Professional Financial Advisors first reported a position in QUAL in Q3 2020 and held it in 13 quarters. The position peaked at $300K in Q4 2025. 1,656 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Professional Financial Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Professional Financial Advisors sold 1,512 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $300K.
Professional Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2020 and held it in 13 quarters.
Professional Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $300K in Q4 2025.
1,656 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Professional Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.