Sensible Money’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sensible Money’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	$428K	Hold	2,232	–	–	0.13%	52
2025 Q4	$443K	Sell	2,232 -12	-0.5%	-$2.36K	0.14%	48
2025 Q3	$436K	Hold	2,244	–	–	0.15%	49
2025 Q2	$410K	Hold	2,244	–	–	0.16%	49
2025 Q1	$383K	Buy	2,244 +100	+5%	+$17.9K	0.16%	50
2024 Q4	$382K	Buy	2,144 +3	+0.1%	+$545	0.17%	51
2024 Q3	$384K	Buy	2,141 +44	+2%	+$7.63K	0.17%	50
2024 Q2	$358K	Hold	2,097	–	–	0.17%	53
2024 Q1	$345K	Hold	2,097	–	–	0.19%	53
2023 Q4	$309K	Hold	2,097	–	–	0.19%	53
2023 Q3	$276K	Hold	2,097	–	–	0.19%	53
2023 Q2	$283K	Hold	2,097	–	–	0.21%	54
2023 Q1	$260K	Hold	2,097	–	–	0.22%	54
2022 Q4	$239K	Buy	+2,097	New	+$238K	0.26%	58

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sensible Money's QUAL Position: Q1 2026 in Review

Sensible Money held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 2,232 shares worth $428K. The position accounts for 0.13% of the portfolio, ranked #52.

Sensible Money first reported a position in QUAL in Q4 2022 and has held it in 14 quarters since. The position peaked at $443K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Sensible Money held 2,232 shares of iShares MSCI USA Quality Factor ETF worth $428K as of Q1 2026.
Sensible Money left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 0.13% of Sensible Money's portfolio in Q1 2026, its #52 holding.
Sensible Money first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 14 quarters since.
Sensible Money's iShares MSCI USA Quality Factor ETF position peaked at $443K in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.