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

SMART 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 		$694K Buy
3,619
+1,701
+89% +$341K 0.2% 118
2025
Q4 		$381K Buy
+1,918
New +$377K 0.12% 127

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

SMART Wealth's QUAL Position: Q1 2026 in Review

SMART Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 89% in Q1 2026, buying an estimated $341K and bringing the position to 3,619 shares worth $694K. The position accounts for 0.2% of the portfolio, ranked #118.

SMART Wealth first reported a position in QUAL in Q4 2025 and has held it in 2 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • SMART Wealth held 3,619 shares of iShares MSCI USA Quality Factor ETF worth $694K as of Q1 2026.
  • SMART Wealth bought 1,701 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $341K.
  • iShares MSCI USA Quality Factor ETF made up 0.2% of SMART Wealth's portfolio in Q1 2026, its #118 holding.
  • SMART Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.