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Signature Estate & Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Signature Estate & Investment 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 		$1.05M Sell
4,797
-5,689
-54% -$1.19M 0.02% 262
2026
Q1 		$2.01M Buy
10,486
+4,479
+75% +$898K 0.04% 169
2025
Q4 		$1.19M Sell
6,007
-828
-12% -$163K 0.02% 233
2025
Q3 		$1.33M Sell
6,835
-2,096
-23% -$393K 0.03% 205
2025
Q2 		$1.63M Buy
8,931
+2,896
+48% +$500K 0.04% 178
2025
Q1 		$1.03M Buy
6,035
+814
+16% +$146K 0.03% 213
2024
Q4 		$930K Buy
5,221
+2,313
+80% +$420K 0.02% 231
2024
Q3 		$521K Buy
2,908
+586
+25% +$102K 0.01% 304
2024
Q2 		$396K Buy
+2,322
New +$381K 0.01% 333
2021
Q2 		– Sell
-1,824
Closed -$222K – 174
2021
Q1 		$222K Sell
1,824
-6,660
-79% -$787K 0.01% 156
2020
Q4 		$986K Sell
8,484
-468,182
-98% -$51.5M 0.05% 91
2020
Q3 		$49.5M Buy
476,666
+5,804
+1% +$594K 3.07% 8
2020
Q2 		$45.2M Buy
+470,862
New +$43.2M 3.2% 7

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

Signature Estate & Investment Advisors's QUAL Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 54% in Q2 2026, selling an estimated $1.19M and leaving 4,797 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #262.

Signature Estate & Investment Advisors first reported a position in QUAL in Q2 2020 and has held it in 13 quarters since. The position peaked at $49.5M in Q3 2020. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Signature Estate & Investment Advisors held 4,797 shares of iShares MSCI USA Quality Factor ETF worth $1.05M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 5,689 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.19M.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #262 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and has held it in 13 quarters since.
  • Signature Estate & Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $49.5M in Q3 2020.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.