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Resolute Wealth Advisor’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Resolute Wealth Advisor’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
Q1 		$4.85M Buy
+25,266
New +$5.06M 2.76% 11
2025
Q2 		$4.85M Buy
+25,266
New +$4.36M 2.76% 11

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Resolute Wealth Advisor's QUAL Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026: 25,266 shares worth $4.85M. The stake represents 2.76% of the portfolio and ranks #11 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in QUAL as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in QUAL in Q2 2025 and has held it in 2 quarters since. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Resolute Wealth Advisor held 25,266 shares of iShares MSCI USA Quality Factor ETF worth $4.85M as of Q1 2026.
  • iShares MSCI USA Quality Factor ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares MSCI USA Quality Factor ETF made up 2.76% of Resolute Wealth Advisor's portfolio in Q1 2026, its #11 holding.
  • Resolute Wealth Advisor first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.