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Skyline Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Skyline 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
2026
Q1 		$14.9M Sell
77,806
-31,568
-29% -$6.33M 5.21% 6
2025
Q4 		$21.7M Buy
109,374
+1,529
+1% +$300K 7.25% 5
2025
Q3 		$21M Buy
107,845
+5,737
+6% +$1.08M 7.23% 5
2025
Q2 		$18.7M Sell
102,108
-2,392
-2% -$413K 6.9% 5
2025
Q1 		$17.9M Buy
104,500
+1,388
+1% +$248K 7.03% 4
2024
Q4 		$18.4M Buy
103,112
+5,185
+5% +$942K 7.13% 5
2024
Q3 		$17.6M Sell
97,927
-988
-1% -$171K 7.23% 4
2024
Q2 		$16.9M Buy
98,915
+289
+0.3% +$47.5K 7.35% 4
2024
Q1 		$16.2M Sell
98,626
-585
-0.6% -$91.4K 7.25% 4
2023
Q4 		$14.6M Buy
+99,211
New +$13.7M 6.97% 5

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

Skyline Advisors's QUAL Position: Q1 2026 in Review

Skyline Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 29% in Q1 2026, selling an estimated $6.33M and leaving 77,806 shares worth $14.9M. The position accounts for 5.21% of the portfolio, ranked #6.

Skyline Advisors first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.7M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Skyline Advisors held 77,806 shares of iShares MSCI USA Quality Factor ETF worth $14.9M as of Q1 2026.
  • Skyline Advisors sold 31,568 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $6.33M.
  • iShares MSCI USA Quality Factor ETF made up 5.21% of Skyline Advisors's portfolio in Q1 2026, its #6 holding.
  • Skyline Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Skyline Advisors's iShares MSCI USA Quality Factor ETF position peaked at $21.7M in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.