Single Point Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Single Point 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
2025 Q4	–	Sell	-1,052	Closed	-$205K	–	92
2025 Q3	$205K	Sell	1,052 -92	-8%	-$17.3K	0.04%	87
2025 Q2	$209K	Buy	+1,144	New	+$197K	0.05%	86
2025 Q1	–	Sell	-1,145	Closed	-$204K	–	91
2024 Q4	$204K	Buy	1,145 +30	+3%	+$5.45K	0.05%	79
2024 Q3	$200K	Buy	+1,115	New	+$193K	0.32%	33
2023 Q3	–	Sell	-4,445	Closed	-$600K	–	105
2023 Q2	$600K	Buy	+4,445	New	+$565K	0.83%	17

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Single Point Partners's QUAL Position: Q4 2025 in Review

Single Point Partners sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 1,052 shares — an estimated $205K sold.

Single Point Partners first reported a position in QUAL in Q2 2023 and held it in 5 quarters. The position peaked at $600K in Q2 2023. 1,628 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

Single Point Partners reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
Single Point Partners sold 1,052 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $205K.
Single Point Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and held it in 5 quarters.
Single Point Partners's iShares MSCI USA Quality Factor ETF position peaked at $600K in Q2 2023.
1,628 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Single Point Partners's 13F filing for Q4 2025, filed 26 Jan 2026.