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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quotient Wealth Partners's QUAL Position: Q1 2026 in Review

Quotient Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.04% in Q1 2026, buying an estimated $200 and bringing the position to 2,565 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #198.

Quotient Wealth Partners first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.42M in Q4 2023. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Quotient Wealth Partners held 2,565 shares of iShares MSCI USA Quality Factor ETF worth $492K as of Q1 2026.
  • Quotient Wealth Partners bought 1 iShares MSCI USA Quality Factor ETF share in Q1 2026, an estimated $200.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #198 holding.
  • Quotient Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $4.42M in Q4 2023.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.