SIMA Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

SIMA Wealth Partners’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	$355K	Hold	1,617	–	–	0.25%	37
2026 Q1	$310K	Hold	1,617	–	–	0.24%	41
2025 Q4	$321K	Hold	1,617	–	–	0.24%	36
2025 Q3	$315K	Hold	1,617	–	–	0.24%	37
2025 Q2	$296K	Hold	1,617	–	–	0.24%	38
2025 Q1	$276K	Hold	1,617	–	–	0.23%	42
2024 Q4	$288K	Hold	1,617	–	–	0.24%	40
2024 Q3	$290K	Hold	1,617	–	–	0.25%	39
2024 Q2	$276K	Buy	+1,617	New	+$266K	0.26%	39

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

SIMA Wealth Partners's QUAL Position: Q2 2026 in Review

SIMA Wealth Partners held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,617 shares worth $355K. The position accounts for 0.25% of the portfolio, ranked #37.

SIMA Wealth Partners first reported a position in QUAL in Q2 2024 and has held it in 9 quarters since. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

SIMA Wealth Partners held 1,617 shares of iShares MSCI USA Quality Factor ETF worth $355K as of Q2 2026.
SIMA Wealth Partners left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.25% of SIMA Wealth Partners's portfolio in Q2 2026, its #37 holding.
SIMA Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.