Robinswood Financial’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Robinswood Financial’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	$3.08K	Hold	14	–	–	﹤0.01%	364
2026 Q1	$2.69K	Buy	+14	New	+$2.81K	﹤0.01%	355
2025 Q4	–	Sell	-82	Closed	-$15.9K	–	416
2025 Q3	$15.9K	Hold	82	–	–	0.01%	231
2025 Q2	$15K	Hold	82	–	–	0.01%	234
2025 Q1	$14K	Hold	82	–	–	0.01%	224
2024 Q4	$14.6K	Hold	82	–	–	0.01%	178
2024 Q3	$14.7K	Hold	82	–	–	0.01%	183
2024 Q2	$14K	Hold	82	–	–	0.01%	187
2024 Q1	$13.4K	Hold	82	–	–	0.01%	141
2023 Q4	$12.1K	Hold	82	–	–	0.01%	138
2023 Q3	$10.8K	Hold	82	–	–	0.01%	140
2023 Q2	$11.1K	Buy	+82	New	+$10.4K	0.01%	127

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

Robinswood Financial's QUAL Position: Q2 2026 in Review

Robinswood Financial held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 14 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Robinswood Financial first reported a position in QUAL in Q2 2023 and has held it in 12 quarters since. The position peaked at $15.9K in Q3 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Robinswood Financial held 14 shares of iShares MSCI USA Quality Factor ETF worth $3.08K as of Q2 2026.
Robinswood Financial left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #364 holding.
Robinswood Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 12 quarters since.
Robinswood Financial's iShares MSCI USA Quality Factor ETF position peaked at $15.9K in Q3 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.