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

Shira Ridge 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	-1,286	Closed	-$250K	–	90
2025 Q3	$250K	Sell	1,286 -138	-10%	-$25.9K	0.11%	73
2025 Q2	$260K	Buy	1,424 +3	+0.2%	+$518	0.12%	67
2025 Q1	$243K	Buy	+1,421	New	+$254K	0.12%	66
2024 Q4	–	Sell	-1,131	Closed	-$203K	–	84
2024 Q3	$203K	Buy	+1,131	New	+$196K	0.1%	79

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shira Ridge Wealth Management's QUAL Position: Q4 2025 in Review

Shira Ridge Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 1,286 shares — an estimated $250K sold.

Shira Ridge Wealth Management first reported a position in QUAL in Q3 2024 and held it in 4 quarters. The position peaked at $260K in Q2 2025. 1,625 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

Shira Ridge Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
Shira Ridge Wealth Management sold 1,286 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $250K.
Shira Ridge Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and held it in 4 quarters.
Shira Ridge Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $260K in Q2 2025.
1,625 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Shira Ridge Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.