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Siligmueller & Norvid Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Siligmueller & Norvid 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
Q3 		$7.52M Buy
38,657
+35,116
+992% +$6.59M 3.38% 3
2025
Q2 		$649K Hold
3,541
– – 0.25% 62
2025
Q1 		$605K Buy
3,541
+179
+5% +$32K 0.26% 62
2024
Q4 		$599K Buy
+3,362
New +$611K 0.26% 65

Other funds holding QUAL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's QUAL Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 992% in Q3 2025, buying an estimated $6.59M and bringing the position to 38,657 shares worth $7.52M. The position accounts for 3.38% of the portfolio, ranked #3.

Siligmueller & Norvid Wealth Advisors first reported a position in QUAL in Q4 2024 and has held it in 4 quarters since. 1,514 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 38,657 shares of iShares MSCI USA Quality Factor ETF worth $7.52M as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors bought 35,116 iShares MSCI USA Quality Factor ETF shares in Q3 2025, an estimated $6.59M.
  • iShares MSCI USA Quality Factor ETF made up 3.38% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #3 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.