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

SigFig 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
2026
Q2 		$323K Sell
1,486
-23,348
-94% -$4.9M 0.01% 128
2026
Q1 		$4.76M Sell
24,834
-4,401
-15% -$882K 0.14% 50
2025
Q4 		$5.81M Sell
29,235
-17,238
-37% -$3.39M 0.17% 54
2025
Q3 		$8.99M Sell
46,473
-9,898
-18% -$1.86M 0.28% 41
2025
Q2 		$10.2M Buy
56,371
+1,271
+2% +$219K 0.34% 39
2025
Q1 		$9.35M Buy
55,100
+7,823
+17% +$1.4M 0.34% 34
2024
Q4 		$8.44M Buy
47,277
+1,437
+3% +$261K 0.31% 40
2024
Q3 		$8.19M Buy
45,840
+1,025
+2% +$178K 0.3% 40
2024
Q2 		$7.65M Buy
44,815
+790
+2% +$130K 0.29% 41
2024
Q1 		$7.24M Sell
44,025
-2
-0% -$312 0.27% 39
2023
Q4 		$6.48M Buy
44,027
+1,707
+4% +$236K 0.25% 41
2023
Q3 		$5.58M Sell
42,320
-15,881
-27% -$2.17M 0.22% 45
2023
Q2 		$7.76M Buy
58,201
+3,003
+5% +$382K 0.3% 38
2023
Q1 		$6.85M Buy
+55,198
New +$6.63M 0.38% 34
2020
Q2 		– Sell
-2,513
Closed -$204K – 66
2020
Q1 		$204K Buy
+2,513
New +$240K 0.03% 54

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

SigFig Wealth Management's QUAL Position: Q2 2026 in Review

SigFig Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 94% in Q2 2026, selling an estimated $4.9M and leaving 1,486 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #128.

SigFig Wealth Management first reported a position in QUAL in Q1 2020 and has held it in 15 quarters since. The position peaked at $10.2M in Q2 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • SigFig Wealth Management held 1,486 shares of iShares MSCI USA Quality Factor ETF worth $323K as of Q2 2026.
  • SigFig Wealth Management sold 23,348 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $4.9M.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of SigFig Wealth Management's portfolio in Q2 2026, its #128 holding.
  • SigFig Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 15 quarters since.
  • SigFig Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $10.2M in Q2 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.