Ritholtz Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Ritholtz Wealth Management’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	$731K	Buy	3,331 +826	+33%	+$173K	0.01%	718
2026 Q1	$480K	Buy	2,505 +778	+45%	+$156K	0.01%	807
2025 Q4	$343K	Sell	1,727 -139	-7%	-$27.3K	0.01%	841
2025 Q3	$363K	Sell	1,866 -178	-9%	-$33.4K	0.01%	780
2025 Q2	$374K	Buy	2,044 +228	+13%	+$39.3K	0.01%	726
2025 Q1	$310K	Buy	1,816 +184	+11%	+$32.9K	0.01%	736
2024 Q4	$291K	Hold	1,632	–	–	0.01%	718
2024 Q3	$293K	Hold	1,632	–	–	0.01%	706
2024 Q2	$279K	Buy	+1,632	New	+$268K	0.01%	671

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

Ritholtz Wealth Management's QUAL Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 33% in Q2 2026, buying an estimated $173K and bringing the position to 3,331 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #718.

Ritholtz Wealth Management first reported a position in QUAL in Q2 2024 and has held it in 9 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Ritholtz Wealth Management held 3,331 shares of iShares MSCI USA Quality Factor ETF worth $731K as of Q2 2026.
Ritholtz Wealth Management bought 826 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $173K.
iShares MSCI USA Quality Factor ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #718 holding.
Ritholtz Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.