RPGK
QUAL icon

Retirement Planning Group (Kansas)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.92M Buy
8,744
+405
+5% +$84.9K 0.05% 161
2026
Q1 		$1.6M Buy
8,339
+149
+2% +$29.9K 0.05% 155
2025
Q4 		$1.63M Sell
8,190
-9
-0.1% -$1.77K 0.05% 142
2025
Q3 		$1.59M Sell
8,199
-205
-2% -$38.5K 0.06% 132
2025
Q2 		$1.54M Sell
8,404
-60
-0.7% -$10.4K 0.07% 107
2025
Q1 		$1.45M Sell
8,464
-230
-3% -$41.2K 0.07% 102
2024
Q4 		$1.55M Sell
8,694
-69
-0.8% -$12.5K 0.08% 97
2024
Q3 		$1.57M Sell
8,763
-92
-1% -$16K 0.09% 98
2024
Q2 		$1.51M Sell
8,855
-13
-0.1% -$2.13K 0.1% 81
2024
Q1 		$1.46M Sell
8,868
-39
-0.4% -$6.09K 0.11% 75
2023
Q4 		$1.31M Sell
8,907
-180
-2% -$24.9K 0.12% 60
2023
Q3 		$1.2M Buy
9,087
+24
+0.3% +$3.28K 0.13% 52
2023
Q2 		$1.22M Sell
9,063
-1,967
-18% -$250K 0.12% 56
2023
Q1 		$1.37M Sell
11,030
-130
-1% -$15.6K 0.15% 50
2022
Q4 		$1.27M Sell
11,160
-502
-4% -$56.9K 0.15% 53
2022
Q3 		$1.21M Sell
11,662
-1,369
-11% -$160K 0.15% 49
2022
Q2 		$1.46M Sell
13,031
-4,708
-27% -$574K 0.18% 36
2022
Q1 		$2.39M Sell
17,739
-424
-2% -$56.3K 0.26% 29
2021
Q4 		$2.64M Sell
18,163
-115
-0.6% -$16.3K 0.26% 26
2021
Q3 		$2.41M Sell
18,278
-18,652
-51% -$2.56M 0.27% 25
2021
Q2 		$4.91M Buy
+36,930
New +$4.73M 0.56% 19

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

Retirement Planning Group (Kansas)'s QUAL Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.9% in Q2 2026, buying an estimated $84.9K and bringing the position to 8,744 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #161.

Retirement Planning Group (Kansas) first reported a position in QUAL in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.91M in Q2 2021. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Retirement Planning Group (Kansas) held 8,744 shares of iShares MSCI USA Quality Factor ETF worth $1.92M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 405 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $84.9K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #161 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and has held it in 21 quarters since.
  • Retirement Planning Group (Kansas)'s iShares MSCI USA Quality Factor ETF position peaked at $4.91M in Q2 2021.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.