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Raab & Moskowitz Asset Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Raab & Moskowitz Asset Management’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 		$3.28M Buy
14,953
+2,754
+23% +$578K 0.66% 38
2026
Q1 		$2.34M Sell
12,199
-154
-1% -$30.9K 0.52% 50
2025
Q4 		$2.45M Buy
12,353
+2,319
+23% +$456K 0.54% 49
2025
Q3 		$1.95M Buy
10,034
+3,180
+46% +$597K 0.44% 67
2025
Q2 		$1.25M Buy
6,854
+1,125
+20% +$194K 0.3% 80
2025
Q1 		$979K Sell
5,729
-949
-14% -$170K 0.25% 82
2024
Q4 		$1.19M Sell
6,678
-187
-3% -$34K 0.29% 76
2024
Q3 		$1.23M Sell
6,865
-269
-4% -$46.7K 0.31% 77
2024
Q2 		$1.22M Sell
7,134
-136
-2% -$22.3K 0.33% 75
2024
Q1 		$1.19M Sell
7,270
-500
-6% -$78.1K 0.33% 78
2023
Q4 		$1.14M Sell
7,770
-95
-1% -$13.2K 0.36% 74
2023
Q3 		$1.04M Sell
7,865
-148
-2% -$20.2K 0.37% 72
2023
Q2 		$1.08M Buy
8,013
+174
+2% +$22.1K 0.37% 74
2023
Q1 		$973K Sell
7,839
-30
-0.4% -$3.6K 0.36% 73
2022
Q4 		$897K Sell
7,869
-575
-7% -$65.2K 0.34% 74
2022
Q3 		$877K Sell
8,444
-309
-4% -$36.1K 0.37% 71
2022
Q2 		$977K Sell
8,753
-20
-0.2% -$2.44K 0.38% 69
2022
Q1 		$1.18M Buy
8,773
+2,064
+31% +$274K 0.4% 70
2021
Q4 		$977K Buy
6,709
+347
+5% +$49K 0.32% 83
2021
Q3 		$838K Buy
6,362
+1,401
+28% +$193K 0.3% 85
2021
Q2 		$659K Buy
4,961
+192
+4% +$24.6K 0.24% 90
2021
Q1 		$580K Sell
4,769
-238
-5% -$28.1K 0.23% 91
2020
Q4 		$581K Buy
5,007
+2
+0% +$220 0.24% 88
2020
Q3 		$519K Buy
5,005
+165
+3% +$16.9K 0.24% 89
2020
Q2 		$464K Buy
4,840
+17
+0.4% +$1.56K 0.23% 98
2020
Q1 		$390K Sell
4,823
-380
-7% -$36.3K 0.21% 101
2019
Q4 		$525K Hold
5,203
– – 0.21% 101
2019
Q3 		$480K Sell
5,203
-242
-4% -$22.3K 0.21% 107
2019
Q2 		$498K Sell
5,445
-7
-0.1% -$630 0.22% 105
2019
Q1 		$482K Buy
+5,452
New +$459K 0.22% 102

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

Raab & Moskowitz Asset Management's QUAL Position: Q2 2026 in Review

Raab & Moskowitz Asset Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 23% in Q2 2026, buying an estimated $578K and bringing the position to 14,953 shares worth $3.28M. The position accounts for 0.66% of the portfolio, ranked #38.

Raab & Moskowitz Asset Management first reported a position in QUAL in Q1 2019 and has held it in 30 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Raab & Moskowitz Asset Management held 14,953 shares of iShares MSCI USA Quality Factor ETF worth $3.28M as of Q2 2026.
  • Raab & Moskowitz Asset Management bought 2,754 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $578K.
  • iShares MSCI USA Quality Factor ETF made up 0.66% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #38 holding.
  • Raab & Moskowitz Asset Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.