Salomon & Ludwin’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Salomon & Ludwin’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	$2.63K	Hold	12	–	–	﹤0.01%	1930
2026 Q1	$2.32K	Hold	12	–	–	﹤0.01%	1914
2025 Q4	$2.41K	Hold	12	–	–	﹤0.01%	1968
2025 Q3	$2.36K	Hold	12	–	–	﹤0.01%	1956
2025 Q2	$2.21K	Hold	12	–	–	﹤0.01%	653
2025 Q1	$2.05K	Hold	12	–	–	﹤0.01%	586
2024 Q4	$2.14K	Sell	12 -4	-25%	-$727	﹤0.01%	589
2024 Q3	$2.87K	Hold	16	–	–	﹤0.01%	578
2024 Q2	$2.73K	Hold	16	–	–	﹤0.01%	580
2024 Q1	$2.63K	Hold	16	–	–	﹤0.01%	707
2023 Q4	$2.11K	Hold	16	–	–	﹤0.01%	652
2023 Q3	$2.11K	Buy	+16	New	+$2.19K	﹤0.01%	650

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

Salomon & Ludwin's QUAL Position: Q2 2026 in Review

Salomon & Ludwin held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 12 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Salomon & Ludwin first reported a position in QUAL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.87K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Salomon & Ludwin held 12 shares of iShares MSCI USA Quality Factor ETF worth $2.63K as of Q2 2026.
Salomon & Ludwin 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 Salomon & Ludwin's portfolio in Q2 2026, its #1930 holding.
Salomon & Ludwin first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's iShares MSCI USA Quality Factor ETF position peaked at $2.87K in Q3 2024.
1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.