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

Prosperity Planning’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
-1,330
Closed -$264K – 112
2025
Q4 		$264K Sell
1,330
-56
-4% -$11K 0.07% 101
2025
Q3 		$270K Sell
1,386
-395
-22% -$74.1K 0.07% 100
2025
Q2 		$326K Buy
1,781
+20
+1% +$3.45K 0.09% 93
2025
Q1 		$301K Buy
1,761
+255
+17% +$45.7K 0.09% 89
2024
Q4 		$268K Sell
1,506
-32
-2% -$5.81K 0.09% 93
2024
Q3 		$276K Buy
1,538
+86
+6% +$14.9K 0.09% 94
2024
Q2 		$248K Sell
1,452
-33
-2% -$5.42K 0.08% 93
2024
Q1 		$244K Sell
1,485
-11
-0.7% -$1.72K 0.08% 88
2023
Q4 		$220K Sell
1,496
-63
-4% -$8.72K 0.08% 88
2023
Q3 		$205K Sell
1,559
-474
-23% -$64.7K 0.09% 85
2023
Q2 		$274K Buy
2,033
+142
+8% +$18.1K 0.11% 76
2023
Q1 		$235K Buy
+1,891
New +$227K 0.1% 81

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prosperity Planning's QUAL Position: Q1 2026 in Review

Prosperity Planning sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 1,330 shares — an estimated $264K sold.

Prosperity Planning first reported a position in QUAL in Q1 2023 and held it in 12 quarters. The position peaked at $326K in Q2 2025. 1,649 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Prosperity Planning reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Prosperity Planning sold 1,330 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $264K.
  • Prosperity Planning first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and held it in 12 quarters.
  • Prosperity Planning's iShares MSCI USA Quality Factor ETF position peaked at $326K in Q2 2025.
  • 1,649 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Prosperity Planning's 13F filing for Q1 2026, filed 10 Apr 2026.