SVWG
QUAL icon

Shared Vision Wealth Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Shared Vision Wealth Group’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 		$4.2M Sell
21,911
-2,992
-12% -$600K 1.71% 16
2025
Q4 		$5.07M Sell
24,903
-10,933
-31% -$2.15M 2.05% 14
2025
Q3 		$6.98M Sell
35,836
-3,237
-8% -$607K 2.96% 5
2025
Q2 		$7.19M Buy
39,073
+908
+2% +$157K 3.59% 4
2025
Q1 		$6.52M Buy
38,165
+2,390
+7% +$428K 3.56% 4
2024
Q4 		$6.37M Buy
35,775
+178
+0.5% +$32.3K 3.35% 4
2024
Q3 		$6.38M Buy
35,597
+718
+2% +$125K 3.41% 4
2024
Q2 		$5.96M Buy
34,879
+1,028
+3% +$169K 3.47% 5
2024
Q1 		$5.56M Buy
33,851
+3,708
+12% +$579K 3.47% 5
2023
Q4 		$4.44M Buy
+30,143
New +$4.17M 2.96% 7

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

Shared Vision Wealth Group's QUAL Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 12% in Q1 2026, selling an estimated $600K and leaving 21,911 shares worth $4.2M. The position accounts for 1.71% of the portfolio, ranked #16.

Shared Vision Wealth Group first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.19M in Q2 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Shared Vision Wealth Group held 21,911 shares of iShares MSCI USA Quality Factor ETF worth $4.2M as of Q1 2026.
  • Shared Vision Wealth Group sold 2,992 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $600K.
  • iShares MSCI USA Quality Factor ETF made up 1.71% of Shared Vision Wealth Group's portfolio in Q1 2026, its #16 holding.
  • Shared Vision Wealth Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Shared Vision Wealth Group's iShares MSCI USA Quality Factor ETF position peaked at $7.19M in Q2 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.