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Royal Harbor Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Royal Harbor 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 		– Sell
-45,154
Closed -$8.97M – 59
2025
Q4 		$8.97M Buy
45,154
+302
+0.7% +$59.3K 2.96% 12
2025
Q3 		$8.72M Buy
44,852
+913
+2% +$171K 2.96% 12
2025
Q2 		$8.03M Sell
43,939
-369
-0.8% -$63.7K 2.94% 12
2025
Q1 		$7.57M Sell
44,308
-1,340
-3% -$240K 2.93% 13
2024
Q4 		$8.13M Buy
45,648
+1,700
+4% +$309K 3.07% 10
2024
Q3 		$7.88M Sell
43,948
-45,330
-51% -$7.86M 3.06% 13
2024
Q2 		$15.2M Buy
89,278
+389
+0.4% +$63.9K 6.31% 5
2024
Q1 		$14.6M Sell
88,889
-1,081
-1% -$169K 6.37% 2
2023
Q4 		$13.2M Buy
89,970
+5,437
+6% +$753K 6.15% 5
2023
Q3 		$11.1M Buy
84,533
+43,443
+106% +$5.93M 5.8% 7
2023
Q2 		$5.54M Buy
41,090
+689
+2% +$87.6K 2.72% 10
2023
Q1 		$5.01M Buy
+40,401
New +$4.85M 2.69% 9
2020
Q2 		– Sell
-42,395
Closed -$3.44M – 86
2020
Q1 		$3.44M Sell
42,395
-6,036
-12% -$576K 3.98% 5
2019
Q4 		$4.89M Buy
+48,431
New +$4.66M 4.7% 4

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Harbor Partners's QUAL Position: Q1 2026 in Review

Royal Harbor Partners sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 45,154 shares — an estimated $8.97M sold.

Royal Harbor Partners first reported a position in QUAL in Q4 2019 and held it in 14 quarters. The position peaked at $15.2M in Q2 2024. 1,649 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Royal Harbor Partners reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Royal Harbor Partners sold 45,154 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $8.97M.
  • Royal Harbor Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and held it in 14 quarters.
  • Royal Harbor Partners's iShares MSCI USA Quality Factor ETF position peaked at $15.2M in Q2 2024.
  • 1,649 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

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