Quest 10 Wealth Builders’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Quest 10 Wealth Builders’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	$119K	Sell	619 -132	-18%	-$26.5K	0.1%	128
2025 Q4	$149K	Sell	751 -82	-10%	-$16.1K	0.13%	114
2025 Q3	$162K	Sell	833 -169	-17%	-$31.7K	0.15%	106
2025 Q2	$183K	Sell	1,002 -49	-5%	-$8.46K	0.18%	98
2025 Q1	$180K	Buy	1,051 +70	+7%	+$12.5K	0.19%	94
2024 Q4	$175K	Buy	+981	New	+$178K	0.17%	102

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

Quest 10 Wealth Builders's QUAL Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 18% in Q1 2026, selling an estimated $26.5K and leaving 619 shares worth $119K. The position accounts for 0.1% of the portfolio, ranked #128.

Quest 10 Wealth Builders first reported a position in QUAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $183K in Q2 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Quest 10 Wealth Builders held 619 shares of iShares MSCI USA Quality Factor ETF worth $119K as of Q1 2026.
Quest 10 Wealth Builders sold 132 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $26.5K.
iShares MSCI USA Quality Factor ETF made up 0.1% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #128 holding.
Quest 10 Wealth Builders first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's iShares MSCI USA Quality Factor ETF position peaked at $183K in Q2 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.