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

Riverchase 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	$1.09M	Sell	4,973 -580	-10%	-$122K	0.51%	33
2026 Q1	$1.07M	Sell	5,553 -88	-2%	-$17.6K	0.56%	32
2025 Q4	$1.12M	Sell	5,641 -478	-8%	-$93.9K	0.61%	31
2025 Q3	$1.19M	Sell	6,119 -599	-9%	-$112K	0.67%	24
2025 Q2	$1.23M	Sell	6,718 -273	-4%	-$47.1K	0.78%	23
2025 Q1	$1.19M	Sell	6,991 -158	-2%	-$28.3K	0.84%	23
2024 Q4	$1.27M	Buy	+7,149	New	+$1.3M	0.95%	21

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

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

Riverchase Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 10% in Q2 2026, selling an estimated $122K and leaving 4,973 shares worth $1.09M. The position accounts for 0.51% of the portfolio, ranked #33.

Riverchase Wealth Management first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2024. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Riverchase Wealth Management held 4,973 shares of iShares MSCI USA Quality Factor ETF worth $1.09M as of Q2 2026.
Riverchase Wealth Management sold 580 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $122K.
iShares MSCI USA Quality Factor ETF made up 0.51% of Riverchase Wealth Management's portfolio in Q2 2026, its #33 holding.
Riverchase Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Riverchase Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $1.27M in Q4 2024.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.