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Sonora Investment Management Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sonora Investment Management Group’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
Q3 		$212K Buy
+1,089
New +$204K 0.02% 264
2025
Q2 		– Sell
-1,470
Closed -$251K – 318
2025
Q1 		$251K Sell
1,470
-427
-23% -$76.4K 0.02% 235
2024
Q4 		$338K Sell
1,897
-134
-7% -$24.3K 0.03% 206
2024
Q3 		$364K Buy
+2,031
New +$352K 0.03% 199

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sonora Investment Management Group's QUAL Position: Q3 2025 in Review

Sonora Investment Management Group opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2025: 1,089 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings. This is a return to the name: Sonora Investment Management Group previously reported a position in QUAL as recently as Q1 2025.

Sonora Investment Management Group first reported a position in QUAL in Q3 2024 and has held it in 4 quarters since. The position peaked at $364K in Q3 2024. 1,516 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

  • Sonora Investment Management Group held 1,089 shares of iShares MSCI USA Quality Factor ETF worth $212K as of Q3 2025.
  • iShares MSCI USA Quality Factor ETF was a new Sonora Investment Management Group position in Q3 2025.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #264 holding.
  • Sonora Investment Management Group first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 4 quarters since.
  • Sonora Investment Management Group's iShares MSCI USA Quality Factor ETF position peaked at $364K in Q3 2024.
  • 1,516 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.