Purkiss Capital Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Purkiss Capital 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 Q2	$2.24M	Buy	10,197 +314	+3%	+$65.9K	0.85%	32
2026 Q1	$1.9M	Buy	9,883 +8,647	+700%	+$1.73M	0.83%	29
2025 Q4	$246K	Buy	1,236 +2	+0.2%	+$393	0.12%	146
2025 Q3	$240K	Buy	1,234 +1	+0.1%	+$188	0.11%	144
2025 Q2	$225K	Buy	+1,233	New	+$213K	0.13%	133

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

Purkiss Capital Advisors's QUAL Position: Q2 2026 in Review

Purkiss Capital Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.2% in Q2 2026, buying an estimated $65.9K and bringing the position to 10,197 shares worth $2.24M. The position accounts for 0.85% of the portfolio, ranked #32.

Purkiss Capital Advisors first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Purkiss Capital Advisors held 10,197 shares of iShares MSCI USA Quality Factor ETF worth $2.24M as of Q2 2026.
Purkiss Capital Advisors bought 314 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $65.9K.
iShares MSCI USA Quality Factor ETF made up 0.85% of Purkiss Capital Advisors's portfolio in Q2 2026, its #32 holding.
Purkiss Capital Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.