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Sequoia Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sequoia Financial 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 		$22.2M Sell
101,261
-4,025
-4% -$844K 0.11% 132
2026
Q1 		$20.2M Sell
105,286
-3,249
-3% -$651K 0.11% 124
2025
Q4 		$21.6M Buy
108,535
+3,013
+3% +$592K 0.12% 124
2025
Q3 		$20.5M Sell
105,522
-23,063
-18% -$4.33M 0.12% 119
2025
Q2 		$23.5M Sell
128,585
-39,369
-23% -$6.79M 0.16% 111
2025
Q1 		$28.7M Buy
167,954
+38,561
+30% +$6.9M 0.22% 93
2024
Q4 		$23M Buy
129,393
+121,162
+1,472% +$22M 0.22% 96
2024
Q3 		$1.48M Sell
8,231
-49
-0.6% -$8.5K 0.02% 448
2024
Q2 		$1.41M Buy
8,280
+804
+11% +$132K 0.02% 409
2024
Q1 		$1.23M Sell
7,476
-1,404
-16% -$219K 0.02% 429
2023
Q4 		$1.31M Buy
8,880
+5,021
+130% +$695K 0.02% 455
2023
Q3 		$509K Buy
3,859
+173
+5% +$23.6K 0.01% 522
2023
Q2 		$497K Buy
3,686
+97
+3% +$12.3K 0.01% 530
2023
Q1 		$445K Buy
3,589
+151
+4% +$18.1K 0.01% 495
2022
Q4 		$392K Hold
3,438
– – 0.01% 506
2022
Q3 		$357K Sell
3,438
-100
-3% -$11.7K 0.01% 349
2022
Q2 		$395K Buy
3,538
+492
+16% +$60K 0.01% 378
2022
Q1 		$410K Sell
3,046
-550
-15% -$73K 0.01% 405
2021
Q4 		$523K Buy
+3,596
New +$508K 0.01% 318
2021
Q3 		– Sell
-5,506
Closed -$732K – 402
2021
Q2 		$732K Buy
5,506
+3,274
+147% +$420K 0.03% 234
2021
Q1 		$272K Buy
+2,232
New +$264K 0.01% 360
2018
Q4 		– Sell
-4,105
Closed -$371K – 329
2018
Q3 		$371K Buy
+4,105
New +$361K 0.04% 195
2017
Q3 		– Sell
-71,361
Closed -$5.31M – 301
2017
Q2 		$5.31M Sell
71,361
-80,173
-53% -$5.92M 0.66% 28
2017
Q1 		$11M Sell
151,534
-4,906
-3% -$352K 1.4% 15
2016
Q4 		$10.8M Buy
+156,440
New +$10.6M 1.55% 14

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

Sequoia Financial Advisors's QUAL Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.8% in Q2 2026, selling an estimated $844K and leaving 101,261 shares worth $22.2M. The position accounts for 0.11% of the portfolio, ranked #132.

Sequoia Financial Advisors first reported a position in QUAL in Q4 2016 and has held it in 25 quarters since. The position peaked at $28.7M in Q1 2025. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Sequoia Financial Advisors held 101,261 shares of iShares MSCI USA Quality Factor ETF worth $22.2M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,025 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $844K.
  • iShares MSCI USA Quality Factor ETF made up 0.11% of Sequoia Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • Sequoia Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2016 and has held it in 25 quarters since.
  • Sequoia Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $28.7M in Q1 2025.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.