Prosperity Consulting Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Prosperity Consulting Group’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	$50.8M	Buy	265,068 +1,414	+0.5%	+$283K	2.26%	9
2025 Q4	$52.4M	Buy	263,654 +49,140	+23%	+$9.66M	2.36%	7
2025 Q3	$41.7M	Buy	+214,514	New	+$40.2M	2.06%	7
2025 Q1	–	Sell	-2,912	Closed	-$519K	–	478
2024 Q4	$519K	Sell	2,912 -7,272	-71%	-$1.32M	0.04%	309
2024 Q3	$1.83M	Sell	10,184 -1,944	-16%	-$337K	0.14%	161
2024 Q2	$2.07M	Sell	12,128 -5,345	-31%	-$878K	0.28%	98
2024 Q1	$2.87M	Buy	+17,473	New	+$2.73M	0.36%	80

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

Prosperity Consulting Group's QUAL Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.54% in Q1 2026, buying an estimated $283K and bringing the position to 265,068 shares worth $50.8M. The position accounts for 2.26% of the portfolio, ranked #9.

Prosperity Consulting Group first reported a position in QUAL in Q1 2024 and has held it in 7 quarters since. The position peaked at $52.4M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Prosperity Consulting Group held 265,068 shares of iShares MSCI USA Quality Factor ETF worth $50.8M as of Q1 2026.
Prosperity Consulting Group bought 1,414 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $283K.
iShares MSCI USA Quality Factor ETF made up 2.26% of Prosperity Consulting Group's portfolio in Q1 2026, its #9 holding.
Prosperity Consulting Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 7 quarters since.
Prosperity Consulting Group's iShares MSCI USA Quality Factor ETF position peaked at $52.4M in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.