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RDA Financial Network’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

RDA Financial Network’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 		– Sell
-4,194
Closed -$804K – 299
2026
Q1 		$804K Sell
4,194
-2,901
-41% -$581K 0.2% 112
2025
Q4 		$1.41M Sell
7,095
-938
-12% -$184K 0.34% 89
2025
Q3 		$1.56M Sell
8,033
-6,167
-43% -$1.16M 0.39% 84
2025
Q2 		$2.6M Buy
14,200
+559
+4% +$96.5K 0.7% 33
2025
Q1 		$2.33M Buy
13,641
+1,700
+14% +$304K 0.7% 37
2024
Q4 		$2.13M Buy
11,941
+2,568
+27% +$466K 0.62% 45
2024
Q3 		$1.68M Buy
9,373
+718
+8% +$125K 0.52% 59
2024
Q2 		$1.48M Buy
8,655
+4,444
+106% +$730K 0.48% 62
2024
Q1 		$692K Buy
4,211
+1,346
+47% +$210K 0.24% 105
2023
Q4 		$422K Buy
2,865
+51
+2% +$7.06K 0.16% 136
2023
Q3 		$371K Sell
2,814
-155
-5% -$21.2K 0.16% 137
2023
Q2 		$400K Buy
2,969
+465
+19% +$59.1K 0.17% 128
2023
Q1 		$311K Buy
+2,504
New +$301K 0.14% 154
2020
Q2 		– Sell
-9,423
Closed -$764K – 228
2020
Q1 		$764K Buy
9,423
+1,201
+15% +$115K 0.46% 62
2019
Q4 		$843K Sell
8,222
-737
-8% -$71K 0.34% 75
2019
Q3 		$874K Buy
8,959
+2,413
+37% +$222K 0.37% 72
2019
Q2 		$606K Buy
+6,546
New +$589K 0.27% 93

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

RDA Financial Network's QUAL Position: Q2 2026 in Review

RDA Financial Network sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 4,194 shares — an estimated $804K sold.

RDA Financial Network first reported a position in QUAL in Q2 2019 and held it in 17 quarters. The position peaked at $2.6M in Q2 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • RDA Financial Network reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • RDA Financial Network sold 4,194 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $804K.
  • RDA Financial Network first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2019 and held it in 17 quarters.
  • RDA Financial Network's iShares MSCI USA Quality Factor ETF position peaked at $2.6M in Q2 2025.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.