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SignatureFD’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

SignatureFD’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
Q1 		$685K Buy
3,570
+91
+3% +$18.2K 0.01% 496
2025
Q4 		$691K Buy
3,479
+2,849
+452% +$560K 0.01% 484
2025
Q3 		$123K Buy
630
+12
+2% +$2.25K ﹤0.01% 1197
2025
Q2 		$113K Sell
618
-77
-11% -$13.3K ﹤0.01% 1188
2025
Q1 		$119K Buy
695
+89
+15% +$15.9K ﹤0.01% 1120
2024
Q4 		$108K Sell
606
-111
-15% -$20.2K ﹤0.01% 1199
2024
Q3 		$129K Buy
717
+227
+46% +$39.4K ﹤0.01% 1091
2024
Q2 		$83.7K Buy
490
+199
+68% +$32.7K ﹤0.01% 1262
2024
Q1 		$47.8K Buy
291
+123
+73% +$19.2K ﹤0.01% 1582
2023
Q4 		$24.7K Sell
168
-44
-21% -$6.09K ﹤0.01% 1817
2023
Q3 		$27.9K Buy
212
+198
+1,414% +$27K ﹤0.01% 1683
2023
Q2 		$1.89K Hold
14
– – ﹤0.01% 2822
2023
Q1 		$1.74K Hold
14
– – ﹤0.01% 2847
2022
Q4 		$1.59K Sell
14
-97
-87% -$11K ﹤0.01% 2870
2022
Q3 		$12K Sell
111
-288
-72% -$33.7K ﹤0.01% 1994
2022
Q2 		$45K Buy
399
+78
+24% +$9.52K ﹤0.01% 1351
2022
Q1 		$43K Sell
321
-84
-21% -$11.2K ﹤0.01% 1454
2021
Q4 		$59K Hold
405
– – ﹤0.01% 1261
2021
Q3 		$53K Sell
405
-184
-31% -$25.3K ﹤0.01% 1272
2021
Q2 		$78K Sell
589
-875
-60% -$112K ﹤0.01% 1065
2021
Q1 		$178K Sell
1,464
-780
-35% -$92.1K 0.01% 642
2020
Q4 		$261K Buy
2,244
+1,560
+228% +$172K 0.01% 451
2020
Q3 		$71K Buy
684
+6
+0.9% +$614 ﹤0.01% 833
2020
Q2 		$65K Sell
678
-54
-7% -$4.96K ﹤0.01% 852
2020
Q1 		$59K Sell
732
-122
-14% -$11.6K 0.01% 836
2019
Q4 		$86K Buy
854
+5
+0.6% +$482 0.01% 761
2019
Q3 		$78K Buy
849
+164
+24% +$15.1K 0.01% 754
2019
Q2 		$63K Buy
685
+99
+17% +$8.91K 0.01% 816
2019
Q1 		$52K Buy
586
+533
+1,006% +$44.8K ﹤0.01% 865
2018
Q4 		$4K Buy
+53
New +$4.4K ﹤0.01% 1590

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SignatureFD's QUAL Position: Q1 2026 in Review

SignatureFD increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.6% in Q1 2026, buying an estimated $18.2K and bringing the position to 3,570 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #496.

SignatureFD first reported a position in QUAL in Q4 2018 and has held it in 30 quarters since. The position peaked at $691K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • SignatureFD held 3,570 shares of iShares MSCI USA Quality Factor ETF worth $685K as of Q1 2026.
  • SignatureFD bought 91 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $18.2K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of SignatureFD's portfolio in Q1 2026, its #496 holding.
  • SignatureFD first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and has held it in 30 quarters since.
  • SignatureFD's iShares MSCI USA Quality Factor ETF position peaked at $691K in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.