Prudent Man Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Prudent Man Investment Management’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	$4.77K	Hold	24	–	–	﹤0.01%	125
2026 Q1	$4.77K	Hold	24	–	–	﹤0.01%	125
2025 Q4	$4.77K	Hold	24	–	–	﹤0.01%	125
2025 Q3	$4.27K	Hold	24	–	–	﹤0.01%	123
2025 Q2	$4.27K	Hold	24	–	–	﹤0.01%	123
2025 Q1	$4.27K	Hold	24	–	–	﹤0.01%	123
2024 Q4	$4.27K	Buy	+24	New	+$4.36K	﹤0.01%	123

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 22.9% 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

Prudent Man Investment Management's QUAL Position: Q2 2026 in Review

Prudent Man Investment Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 24 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #125.

Prudent Man Investment Management first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Prudent Man Investment Management held 24 shares of iShares MSCI USA Quality Factor ETF worth $4.77K as of Q2 2026.
Prudent Man Investment Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #125 holding.
Prudent Man Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.