Richard W. Paul & Associates’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Richard W. Paul & Associates’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	$6.14K	Buy	+28	New	+$5.87K	﹤0.01%	247

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Richard W. Paul & Associates's QUAL Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 28 shares worth $6.14K. The stake represents ﹤0.01% of the portfolio and ranks #247 among its holdings.

1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Richard W. Paul & Associates held 28 shares of iShares MSCI USA Quality Factor ETF worth $6.14K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Richard W. Paul & Associates position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #247 holding.
1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.