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Savvy Advisors Inc’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Savvy Advisors Inc’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 		$6.27M Buy
32,705
+5,324
+19% +$1.07M 0.17% 101
2025
Q4 		$5.44M Buy
27,381
+2,684
+11% +$527K 0.18% 93
2025
Q3 		$4.8M Buy
24,697
+8,370
+51% +$1.57M 0.22% 78
2025
Q2 		$2.98M Buy
16,327
+4,504
+38% +$777K 0.2% 77
2025
Q1 		$2.02M Buy
11,823
+6,843
+137% +$1.23M 0.2% 83
2024
Q4 		$887K Buy
4,980
+36
+0.7% +$6.54K 0.11% 158
2024
Q3 		$887K Buy
4,944
+868
+21% +$151K 0.18% 117
2024
Q2 		$696K Buy
4,076
+2,848
+232% +$468K 0.23% 101
2024
Q1 		$202K Buy
+1,228
New +$192K 0.12% 214

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savvy Advisors Inc's QUAL Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 19% in Q1 2026, buying an estimated $1.07M and bringing the position to 32,705 shares worth $6.27M. The position accounts for 0.17% of the portfolio, ranked #101.

Savvy Advisors Inc first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Savvy Advisors Inc held 32,705 shares of iShares MSCI USA Quality Factor ETF worth $6.27M as of Q1 2026.
  • Savvy Advisors Inc bought 5,324 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $1.07M.
  • iShares MSCI USA Quality Factor ETF made up 0.17% of Savvy Advisors Inc's portfolio in Q1 2026, its #101 holding.
  • Savvy Advisors Inc first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.