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Resurgent Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Resurgent Financial 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 		– Sell
-3,814
Closed -$732K – 333
2026
Q1 		$732K Buy
3,814
+95
+3% +$19K 0.26% 92
2025
Q4 		$739K Sell
3,719
-3,032
-45% -$596K 0.37% 79
2025
Q3 		$1.31M Sell
6,751
-2,597
-28% -$487K 0.64% 36
2025
Q2 		$1.71M Sell
9,348
-205
-2% -$35.4K 0.94% 23
2025
Q1 		$1.63M Buy
9,553
+785
+9% +$141K 0.98% 23
2024
Q4 		$1.56M Buy
8,768
+1,080
+14% +$196K 0.92% 25
2024
Q3 		$1.38M Sell
7,688
-269
-3% -$46.7K 0.81% 31
2024
Q2 		$1.36M Buy
7,957
+2,827
+55% +$464K 0.84% 30
2024
Q1 		$843K Sell
5,130
-1,148
-18% -$179K 0.45% 62
2023
Q4 		$924K Buy
6,278
+1,218
+24% +$169K 0.57% 39
2023
Q3 		$667K Buy
5,060
+1,430
+39% +$195K 0.45% 53
2023
Q2 		$490K Buy
3,630
+390
+12% +$49.6K 0.32% 79
2023
Q1 		$402K Buy
3,240
+2,933
+955% +$352K 0.27% 88
2022
Q4 		$35K Buy
+307
New +$34.8K 0.02% 501

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

Resurgent Financial Advisors's QUAL Position: Q2 2026 in Review

Resurgent Financial Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 3,814 shares — an estimated $732K sold.

Resurgent Financial Advisors first reported a position in QUAL in Q4 2022 and held it in 14 quarters. The position peaked at $1.71M in Q2 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Resurgent Financial Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,814 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $732K.
  • Resurgent Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and held it in 14 quarters.
  • Resurgent Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.71M in Q2 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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