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SFG Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

SFG Wealth Management’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
2025
Q4 		– Sell
-1,156
Closed -$225K – 141
2025
Q3 		$225K Hold
1,156
– – 0.1% 125
2025
Q2 		$211K Buy
+1,156
New +$200K 0.13% 78

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG Wealth Management's QUAL Position: Q4 2025 in Review

SFG Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 1,156 shares — an estimated $225K sold.

SFG Wealth Management first reported a position in QUAL in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q3 2025. 1,625 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • SFG Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • SFG Wealth Management sold 1,156 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $225K.
  • SFG Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and held it in 2 quarters.
  • SFG Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $225K in Q3 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on SFG Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.