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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
Q2 		$8.62M Sell
39,301
-38,505
-49% -$8.08M 2.71% 11
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 $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Skyline Advisors's QUAL Position: Q2 2026 in Review

Skyline Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 49% in Q2 2026, selling an estimated $8.08M and leaving 39,301 shares worth $8.62M. The position accounts for 2.71% of the portfolio, ranked #11.

Skyline Advisors first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.7M in Q4 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Skyline Advisors held 39,301 shares of iShares MSCI USA Quality Factor ETF worth $8.62M as of Q2 2026.
  • Skyline Advisors sold 38,505 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $8.08M.
  • iShares MSCI USA Quality Factor ETF made up 2.71% of Skyline Advisors's portfolio in Q2 2026, its #11 holding.
  • Skyline Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Skyline Advisors's iShares MSCI USA Quality Factor ETF position peaked at $21.7M in Q4 2025.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.