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Relyea Zuckerberg Hanson’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Relyea Zuckerberg Hanson’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 		$289K Hold
1,319
– – 0.02% 245
2026
Q1 		$253K Sell
1,319
-381
-22% -$76.4K 0.03% 235
2025
Q4 		$338K Sell
1,700
-27
-2% -$5.3K 0.03% 203
2025
Q3 		$336K Hold
1,727
– – 0.04% 202
2025
Q2 		$316K Buy
1,727
+116
+7% +$20K 0.04% 209
2025
Q1 		$275K Hold
1,611
– – 0.04% 214
2024
Q4 		$287K Hold
1,611
– – 0.04% 213
2024
Q3 		$289K Hold
1,611
– – 0.04% 201
2024
Q2 		$275K Hold
1,611
– – 0.05% 196
2024
Q1 		$265K Hold
1,611
– – 0.05% 191
2023
Q4 		$237K Buy
+1,611
New +$223K 0.05% 193

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

Relyea Zuckerberg Hanson's QUAL Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,319 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #245.

Relyea Zuckerberg Hanson first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $338K in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Relyea Zuckerberg Hanson held 1,319 shares of iShares MSCI USA Quality Factor ETF worth $289K as of Q2 2026.
  • Relyea Zuckerberg Hanson left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #245 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Relyea Zuckerberg Hanson's iShares MSCI USA Quality Factor ETF position peaked at $338K in Q4 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.