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Richmond Investment Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Richmond Investment Services’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
-9,671
Closed -$1.85M – 225
2026
Q1 		$1.85M Buy
9,671
+1,205
+14% +$242K 0.3% 58
2025
Q4 		$1.68M Sell
8,466
-439
-5% -$86.3K 0.29% 55
2025
Q3 		$1.73M Sell
8,905
-360
-4% -$67.5K 0.32% 51
2025
Q2 		$1.69M Buy
+9,265
New +$1.6M 0.36% 47

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

Richmond Investment Services's QUAL Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 9,671 shares — an estimated $1.85M sold.

Richmond Investment Services first reported a position in QUAL in Q2 2025 and held it in 4 quarters. The position peaked at $1.85M in Q1 2026. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Richmond Investment Services reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 9,671 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.85M.
  • Richmond Investment Services first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's iShares MSCI USA Quality Factor ETF position peaked at $1.85M in Q1 2026.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.