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

SimpliFi Inc’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 		$3.44M Buy
17,959
+195
+1% +$39.1K 1.45% 12
2025
Q4 		$3.53M Buy
+17,764
New +$3.49M 1.49% 12

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

SimpliFi Inc's QUAL Position: Q1 2026 in Review

SimpliFi Inc increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.1% in Q1 2026, buying an estimated $39.1K and bringing the position to 17,959 shares worth $3.44M. The position accounts for 1.45% of the portfolio, ranked #12.

SimpliFi Inc first reported a position in QUAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.53M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • SimpliFi Inc held 17,959 shares of iShares MSCI USA Quality Factor ETF worth $3.44M as of Q1 2026.
  • SimpliFi Inc bought 195 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $39.1K.
  • iShares MSCI USA Quality Factor ETF made up 1.45% of SimpliFi Inc's portfolio in Q1 2026, its #12 holding.
  • SimpliFi Inc first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • SimpliFi Inc's iShares MSCI USA Quality Factor ETF position peaked at $3.53M in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on SimpliFi Inc's 13F filing for Q1 2026, filed 23 Apr 2026.