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Pursuit Wealth Strategies’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Pursuit Wealth Strategies’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 		$8.78K Hold
40
– – 0.01% 109
2026
Q1 		$7.67K Hold
40
– – 0.01% 105
2025
Q4 		$7.95K Buy
+40
New +$7.86K 0.01% 97

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pursuit Wealth Strategies's QUAL Position: Q2 2026 in Review

Pursuit Wealth Strategies held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 40 shares worth $8.78K. The position accounts for 0.01% of the portfolio, ranked #109.

Pursuit Wealth Strategies first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. 1,645 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Pursuit Wealth Strategies held 40 shares of iShares MSCI USA Quality Factor ETF worth $8.78K as of Q2 2026.
  • Pursuit Wealth Strategies 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 Pursuit Wealth Strategies's portfolio in Q2 2026, its #109 holding.
  • Pursuit Wealth Strategies first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,645 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.