Ransom Advisory’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Ransom Advisory’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
2025 Q4	$39.1K	Buy	+197	New	+$38.7K	0.02%	238

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ransom Advisory's QUAL Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025: 197 shares worth $39.1K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings.

1,625 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

Ransom Advisory held 197 shares of iShares MSCI USA Quality Factor ETF worth $39.1K as of Q4 2025.
iShares MSCI USA Quality Factor ETF was a new Ransom Advisory position in Q4 2025.
iShares MSCI USA Quality Factor ETF made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #238 holding.
1,625 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.