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Retireful LLC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Retireful LLC’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
2025
Q3 		– Sell
-7,315
Closed -$1.34M – 164
2025
Q2 		$1.34M Buy
+7,315
New +$1.26M 0.92% 32
2024
Q2 		– Sell
-2,104
Closed -$346K – 138
2024
Q1 		$346K Buy
+2,104
New +$329K 0.14% 90
2023
Q4 		– Sell
-50,819
Closed -$6.7M – 122
2023
Q3 		$6.7M Buy
+50,819
New +$6.94M 3.2% 5
2023
Q2 		– Sell
-13,578
Closed -$1.68M – 115
2023
Q1 		$1.68M Buy
+13,578
New +$1.63M 0.54% 5

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retireful LLC's QUAL Position: Q3 2025 in Review

Retireful LLC sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2025, closing a stake of 7,315 shares — an estimated $1.34M sold.

Retireful LLC first reported a position in QUAL in Q1 2023 and held it in 4 quarters. The position peaked at $6.7M in Q3 2023. 1,514 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

  • Retireful LLC reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Retireful LLC sold 7,315 iShares MSCI USA Quality Factor ETF shares in Q3 2025, an estimated $1.34M.
  • Retireful LLC first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and held it in 4 quarters.
  • Retireful LLC's iShares MSCI USA Quality Factor ETF position peaked at $6.7M in Q3 2023.
  • 1,514 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Retireful LLC's 13F filing for Q3 2025, filed 17 Oct 2025.