Sightline Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sightline Wealth 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
2025 Q4	–	Sell	-1,913	Closed	-$372K	–	104
2025 Q3	$372K	Sell	1,913 -281	-13%	-$52.7K	0.17%	69
2025 Q2	$401K	Sell	2,194 -564	-20%	-$97.3K	0.19%	61
2025 Q1	$471K	Sell	2,758 -5,447	-66%	-$975K	0.25%	50
2024 Q4	$1.46M	Sell	8,205 -853	-9%	-$155K	0.79%	28
2024 Q3	$1.62M	Buy	9,058 +3,464	+62%	+$601K	0.9%	22
2024 Q2	$955K	Buy	5,594 +2,268	+68%	+$372K	0.59%	34
2024 Q1	$547K	Buy	+3,326	New	+$520K	0.36%	44

Other funds holding QUAL

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Sightline Wealth Advisors's QUAL Position: Q4 2025 in Review

Sightline Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 1,913 shares — an estimated $372K sold.

Sightline Wealth Advisors first reported a position in QUAL in Q1 2024 and held it in 7 quarters. The position peaked at $1.62M in Q3 2024. 1,631 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

Sightline Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
Sightline Wealth Advisors sold 1,913 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $372K.
Sightline Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and held it in 7 quarters.
Sightline Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.62M in Q3 2024.
1,631 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Sightline Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.