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Regal Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Regal Investment Advisors’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 		$3.96M Sell
18,055
-33,494
-65% -$7.02M 0.21% 127
2026
Q1 		$9.89M Buy
51,549
+3,765
+8% +$755K 0.57% 37
2025
Q4 		$9.49M Sell
47,784
-24,725
-34% -$4.86M 0.57% 36
2025
Q3 		$14.1M Sell
72,509
-23,198
-24% -$4.35M 0.92% 18
2025
Q2 		$17.5M Buy
95,707
+1,097
+1% +$189K 1.31% 12
2025
Q1 		$16.2M Sell
94,610
-646
-0.7% -$116K 1.31% 12
2024
Q4 		$17M Buy
95,256
+1,251
+1% +$227K 1.27% 12
2024
Q3 		$16.9M Buy
94,005
+13,002
+16% +$2.26M 1.18% 12
2024
Q2 		$13.8M Buy
81,003
+7,054
+10% +$1.16M 0.9% 22
2024
Q1 		$12.2M Buy
73,949
+10,750
+17% +$1.68M 0.83% 26
2023
Q4 		$9.3M Buy
63,199
+4,932
+8% +$683K 0.7% 31
2023
Q3 		$7.68M Sell
58,267
-11,509
-16% -$1.57M 0.65% 37
2023
Q2 		$9.41M Buy
69,776
+1,182
+2% +$150K 0.79% 26
2023
Q1 		$8.51M Buy
68,594
+64,929
+1,772% +$7.8M 0.75% 28
2022
Q4 		$418K Sell
3,665
-623
-15% -$70.7K 0.04% 311
2022
Q3 		$446K Sell
4,288
-44,607
-91% -$5.22M 0.05% 285
2022
Q2 		$5.46M Buy
48,895
+3,983
+9% +$486K 0.57% 45
2022
Q1 		$6.05M Buy
44,912
+43,004
+2,254% +$5.71M 0.55% 44
2021
Q4 		$278K Buy
+1,908
New +$270K 0.02% 444

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

Regal Investment Advisors's QUAL Position: Q2 2026 in Review

Regal Investment Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 65% in Q2 2026, selling an estimated $7.02M and leaving 18,055 shares worth $3.96M. The position accounts for 0.21% of the portfolio, ranked #127.

Regal Investment Advisors first reported a position in QUAL in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.5M in Q2 2025. 1,636 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Regal Investment Advisors held 18,055 shares of iShares MSCI USA Quality Factor ETF worth $3.96M as of Q2 2026.
  • Regal Investment Advisors sold 33,494 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $7.02M.
  • iShares MSCI USA Quality Factor ETF made up 0.21% of Regal Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Regal Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Regal Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $17.5M in Q2 2025.
  • 1,636 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.