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Quotient Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Quotient Wealth Partners’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 		$434K Sell
1,980
-585
-23% -$123K 0.01% 236
2026
Q1 		$492K Buy
2,565
+1
+0% +$200 0.01% 198
2025
Q4 		$509K Sell
2,564
-2,380
-48% -$468K 0.01% 193
2025
Q3 		$962K Sell
4,944
-88
-2% -$16.5K 0.03% 121
2025
Q2 		$920K Sell
5,032
-55
-1% -$9.49K 0.03% 125
2025
Q1 		$869K Buy
5,087
+440
+9% +$78.8K 0.03% 120
2024
Q4 		$828K Sell
4,647
-4,219
-48% -$766K 0.03% 122
2024
Q3 		$1.59M Buy
8,866
+200
+2% +$34.7K 0.05% 74
2024
Q2 		$1.48M Sell
8,666
-6,320
-42% -$1.04M 0.05% 78
2024
Q1 		$2.46M Sell
14,986
-15,048
-50% -$2.35M 0.09% 66
2023
Q4 		$4.42M Buy
+30,034
New +$4.16M 0.17% 60

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

Quotient Wealth Partners's QUAL Position: Q2 2026 in Review

Quotient Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 23% in Q2 2026, selling an estimated $123K and leaving 1,980 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #236.

Quotient Wealth Partners first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.42M in Q4 2023. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Quotient Wealth Partners held 1,980 shares of iShares MSCI USA Quality Factor ETF worth $434K as of Q2 2026.
  • Quotient Wealth Partners sold 585 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $123K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #236 holding.
  • Quotient Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $4.42M in Q4 2023.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.