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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
Q2 		$8.1M Buy
36,930
+4,225
+13% +$886K 0.17% 105
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 $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

Savvy Advisors Inc's QUAL Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 13% in Q2 2026, buying an estimated $886K and bringing the position to 36,930 shares worth $8.1M. The position accounts for 0.17% of the portfolio, ranked #105.

Savvy Advisors Inc first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Savvy Advisors Inc held 36,930 shares of iShares MSCI USA Quality Factor ETF worth $8.1M as of Q2 2026.
  • Savvy Advisors Inc bought 4,225 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $886K.
  • iShares MSCI USA Quality Factor ETF made up 0.17% of Savvy Advisors Inc's portfolio in Q2 2026, its #105 holding.
  • Savvy Advisors Inc first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.