Rainier Family Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Rainier Family Wealth’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	$1.46M	Sell	6,648 -506	-7%	-$106K	0.83%	34
2026 Q1	$1.37M	Buy	7,154 +2,335	+48%	+$468K	0.92%	36
2025 Q4	$957K	Buy	4,819 +49	+1%	+$9.63K	0.72%	33
2025 Q3	$928K	Hold	4,770	–	–	0.83%	31
2025 Q2	$872K	Buy	4,770 +544	+13%	+$93.9K	0.87%	31
2025 Q1	$722K	Hold	4,226	–	–	0.85%	32
2024 Q4	$753K	Buy	+4,226	New	+$768K	0.91%	29

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rainier Family Wealth's QUAL Position: Q2 2026 in Review

Rainier Family Wealth reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 7.1% in Q2 2026, selling an estimated $106K and leaving 6,648 shares worth $1.46M. The position accounts for 0.83% of the portfolio, ranked #34.

Rainier Family Wealth first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Rainier Family Wealth held 6,648 shares of iShares MSCI USA Quality Factor ETF worth $1.46M as of Q2 2026.
Rainier Family Wealth sold 506 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $106K.
iShares MSCI USA Quality Factor ETF made up 0.83% of Rainier Family Wealth's portfolio in Q2 2026, its #34 holding.
Rainier Family Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.