Safeguard Investment Advisory Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Safeguard Investment Advisory Group’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
2025 Q4	–	Sell	-1,368	Closed	-$266K	–	160
2025 Q3	$266K	Sell	1,368 -39	-3%	-$7.32K	0.07%	112
2025 Q2	$257K	Buy	+1,407	New	+$243K	0.06%	114
2021 Q1	–	Sell	-205	Closed	-$23K	–	549
2020 Q4	$23K	Buy	+205	New	+$22.6K	0.02%	291

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Safeguard Investment Advisory Group's QUAL Position: Q4 2025 in Review

Safeguard Investment Advisory Group sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 1,368 shares — an estimated $266K sold.

Safeguard Investment Advisory Group first reported a position in QUAL in Q4 2020 and held it in 3 quarters. The position peaked at $266K in Q3 2025. 1,628 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

Safeguard Investment Advisory Group reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
Safeguard Investment Advisory Group sold 1,368 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $266K.
Safeguard Investment Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 3 quarters.
Safeguard Investment Advisory Group's iShares MSCI USA Quality Factor ETF position peaked at $266K in Q3 2025.
1,628 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.