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

Root Financial Partners’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 Q1	$679K	Buy	3,541 +1,333	+60%	+$267K	0.03%	132
2025 Q4	$439K	Buy	2,208 +543	+33%	+$107K	0.02%	182
2025 Q3	$324K	Buy	1,665 +525	+46%	+$98.5K	0.02%	204
2025 Q2	$208K	Buy	+1,140	New	+$197K	0.02%	239

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's QUAL Position: Q1 2026 in Review

Root Financial Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 60% in Q1 2026, buying an estimated $267K and bringing the position to 3,541 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #132.

Root Financial Partners first reported a position in QUAL in Q2 2025 and has held it in 4 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Root Financial Partners held 3,541 shares of iShares MSCI USA Quality Factor ETF worth $679K as of Q1 2026.
Root Financial Partners bought 1,333 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $267K.
iShares MSCI USA Quality Factor ETF made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #132 holding.
Root Financial Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 4 quarters since.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.