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Sage Capital Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sage Capital Advisors’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 		$213K Buy
+970
New +$203K 0.04% 132
2020
Q2 		– Sell
-4,511
Closed -$366K – 101
2020
Q1 		$366K Buy
+4,511
New +$431K 0.3% 58

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

Sage Capital Advisors's QUAL Position: Q2 2026 in Review

Sage Capital Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 970 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings. This is a return to the name: Sage Capital Advisors previously reported a position in QUAL as recently as Q1 2020.

Sage Capital Advisors first reported a position in QUAL in Q1 2020 and has held it in 2 quarters since. The position peaked at $366K in Q1 2020. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Sage Capital Advisors held 970 shares of iShares MSCI USA Quality Factor ETF worth $213K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Sage Capital Advisors position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Sage Capital Advisors's portfolio in Q2 2026, its #132 holding.
  • Sage Capital Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 2 quarters since.
  • Sage Capital Advisors's iShares MSCI USA Quality Factor ETF position peaked at $366K in Q1 2020.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.