HNH
QUAL icon

Hopwood Nicholas Hunter’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Hopwood Nicholas Hunter’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 		$2.41M Sell
12,546
-10,619
-46% -$2.13M 0.77% 38
2025
Q4 		$4.6M Buy
+23,165
New +$4.55M 1.5% 20

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hopwood Nicholas Hunter's QUAL Position: Q1 2026 in Review

Hopwood Nicholas Hunter reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 46% in Q1 2026, selling an estimated $2.13M and leaving 12,546 shares worth $2.41M. The position accounts for 0.77% of the portfolio, ranked #38.

Hopwood Nicholas Hunter first reported a position in QUAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.6M in Q4 2025. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Hopwood Nicholas Hunter held 12,546 shares of iShares MSCI USA Quality Factor ETF worth $2.41M as of Q1 2026.
  • Hopwood Nicholas Hunter sold 10,619 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $2.13M.
  • iShares MSCI USA Quality Factor ETF made up 0.77% of Hopwood Nicholas Hunter's portfolio in Q1 2026, its #38 holding.
  • Hopwood Nicholas Hunter first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Hopwood Nicholas Hunter's iShares MSCI USA Quality Factor ETF position peaked at $4.6M in Q4 2025.
  • 1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.