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

Signal Advisors Wealth’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	$1.79M	Sell	8,136 -4,105	-34%	-$861K	0.09%	182
2026 Q1	$2.35M	Buy	12,241 +278	+2%	+$55.7K	0.16%	122
2025 Q4	$2.38M	Sell	11,963 -6,744	-36%	-$1.33M	0.19%	107
2025 Q3	$3.64M	Sell	18,707 -2,253	-11%	-$423K	0.33%	68
2025 Q2	$3.83M	Buy	20,960 +603	+3%	+$104K	0.3%	89
2025 Q1	$3.48M	Sell	20,357 -2,486	-11%	-$445K	0.34%	78
2024 Q4	$4.07M	Sell	22,843 -8,503	-27%	-$1.54M	0.46%	65
2024 Q3	$5.62M	Buy	31,346 +30,121	+2,459%	+$5.22M	0.8%	26
2024 Q2	$209K	Sell	1,225 -37,756	-97%	-$6.2M	0.46%	68
2024 Q1	$6.41M	Buy	38,981 +3,319	+9%	+$519K	1.59%	8
2023 Q4	$5.25M	Buy	+35,662	New	+$4.94M	1.82%	8

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

Signal Advisors Wealth's QUAL Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 34% in Q2 2026, selling an estimated $861K and leaving 8,136 shares worth $1.79M. The position accounts for 0.09% of the portfolio, ranked #182.

Signal Advisors Wealth first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.41M in Q1 2024. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Signal Advisors Wealth held 8,136 shares of iShares MSCI USA Quality Factor ETF worth $1.79M as of Q2 2026.
Signal Advisors Wealth sold 4,105 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $861K.
iShares MSCI USA Quality Factor ETF made up 0.09% of Signal Advisors Wealth's portfolio in Q2 2026, its #182 holding.
Signal Advisors Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
Signal Advisors Wealth's iShares MSCI USA Quality Factor ETF position peaked at $6.41M in Q1 2024.
1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.