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

Steelhead 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
2026 Q1	$12.1M	Buy	+62,976	New	+$12.6M	6.12%	4

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steelhead Wealth Management's QUAL Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026: 62,976 shares worth $12.1M. The stake represents 6.12% of the portfolio and ranks #4 among its holdings.

1,642 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Steelhead Wealth Management held 62,976 shares of iShares MSCI USA Quality Factor ETF worth $12.1M as of Q1 2026.
iShares MSCI USA Quality Factor ETF was a new Steelhead Wealth Management position in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 6.12% of Steelhead Wealth Management's portfolio in Q1 2026, its #4 holding.
1,642 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.