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

RMG 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 		$138K Buy
+612
New +$128K 0.01% 97
2026
Q1 		– Sell
-305
Closed -$77.8K – 642
2025
Q4 		$77.8K Sell
305
-307
-50% -$60.3K 0.01% 121
2025
Q3 		$120K Hold
612
– – 0.02% 77
2025
Q2 		$113K Buy
+612
New +$106K 0.02% 79

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

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

RMG Wealth Management opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 612 shares worth $138K. The stake represents 0.01% of the portfolio and ranks #97 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in QUAL as recently as Q4 2025.

RMG Wealth Management first reported a position in QUAL in Q2 2025 and has held it in 4 quarters since. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • RMG Wealth Management held 612 shares of iShares MSCI USA Quality Factor ETF worth $138K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new RMG Wealth Management position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #97 holding.
  • RMG Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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