SW
QUAL icon

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

Simplicity 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
Q1 		$4M Buy
20,838
+2,331
+13% +$467K 0.23% 100
2025
Q4 		$3.68M Sell
18,507
-14,876
-45% -$2.92M 0.22% 104
2025
Q3 		$6.49M Sell
33,383
-44,075
-57% -$8.27M 0.38% 55
2025
Q2 		$14.2M Buy
77,458
+33,327
+76% +$5.75M 0.59% 32
2025
Q1 		$7.54M Buy
44,131
+34,117
+341% +$6.11M 0.59% 34
2024
Q4 		$1.78M Sell
10,014
-33,489
-77% -$6.08M 0.37% 48
2024
Q3 		$7.8M Sell
43,503
-5,931
-12% -$1.03M 0.72% 29
2024
Q2 		$8.44M Buy
49,434
+1,764
+4% +$290K 0.19% 103
2024
Q1 		$7.83M Buy
47,670
+21,142
+80% +$3.3M 0.19% 111
2023
Q4 		$3.9M Buy
26,528
+7,139
+37% +$988K 1.51% 16
2023
Q3 		$2.56M Sell
19,389
-426
-2% -$58.2K 1.5% 15
2023
Q2 		$2.67M Buy
19,815
+1,466
+8% +$186K 1.66% 17
2023
Q1 		$2.28M Buy
+18,349
New +$2.2M 1.51% 17

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

Simplicity Wealth's QUAL Position: Q1 2026 in Review

Simplicity Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 13% in Q1 2026, buying an estimated $467K and bringing the position to 20,838 shares worth $4M. The position accounts for 0.23% of the portfolio, ranked #100.

Simplicity Wealth first reported a position in QUAL in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.2M in Q2 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Simplicity Wealth held 20,838 shares of iShares MSCI USA Quality Factor ETF worth $4M as of Q1 2026.
  • Simplicity Wealth bought 2,331 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $467K.
  • iShares MSCI USA Quality Factor ETF made up 0.23% of Simplicity Wealth's portfolio in Q1 2026, its #100 holding.
  • Simplicity Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
  • Simplicity Wealth's iShares MSCI USA Quality Factor ETF position peaked at $14.2M in Q2 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.