Shore Point Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Shore Point 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	$2.2M	Buy	10,007 +276	+3%	+$57.9K	0.75%	26
2026 Q1	$1.87M	Buy	9,731 +535	+6%	+$107K	0.74%	28
2025 Q4	$1.83M	Buy	9,196 +215	+2%	+$42.2K	0.77%	27
2025 Q3	$1.75M	Buy	8,981 +388	+5%	+$72.8K	0.77%	26
2025 Q2	$1.57M	Buy	+8,593	New	+$1.48M	0.75%	24

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Shore Point Advisors's QUAL Position: Q2 2026 in Review

Shore Point Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.8% in Q2 2026, buying an estimated $57.9K and bringing the position to 10,007 shares worth $2.2M. The position accounts for 0.75% of the portfolio, ranked #26.

Shore Point Advisors first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Shore Point Advisors held 10,007 shares of iShares MSCI USA Quality Factor ETF worth $2.2M as of Q2 2026.
Shore Point Advisors bought 276 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $57.9K.
iShares MSCI USA Quality Factor ETF made up 0.75% of Shore Point Advisors's portfolio in Q2 2026, its #26 holding.
Shore Point Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.