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

Stark Wealth Management’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 		$264K Buy
1,328
+4
+0.3% +$786 0.99% 30
2025
Q3 		$258K Sell
1,324
-51,636
-98% -$9.69M 1.18% 26
2025
Q2 		$9.39M Buy
+52,960
New +$9.14M 13.43% 2

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stark Wealth Management's QUAL Position: Q4 2025 in Review

Stark Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.3% in Q4 2025, buying an estimated $786 and bringing the position to 1,328 shares worth $264K. The position accounts for 0.99% of the portfolio, ranked #30.

Stark Wealth Management first reported a position in QUAL in Q2 2025 and has held it in 3 quarters since. The position peaked at $9.39M in Q2 2025. 1,625 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • Stark Wealth Management held 1,328 shares of iShares MSCI USA Quality Factor ETF worth $264K as of Q4 2025.
  • Stark Wealth Management bought 4 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $786.
  • iShares MSCI USA Quality Factor ETF made up 0.99% of Stark Wealth Management's portfolio in Q4 2025, its #30 holding.
  • Stark Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • Stark Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $9.39M in Q2 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Stark Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.