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Steigerwald Gordon & Koch’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Steigerwald Gordon & Koch’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 		$208K Hold
950
– – 0.02% 149
2026
Q1 		$182K Hold
950
– – 0.02% 147
2025
Q4 		$189K Hold
950
– – 0.02% 150
2025
Q3 		$185K Buy
+950
New +$178K 0.02% 144

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

Steigerwald Gordon & Koch's QUAL Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 950 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #149.

Steigerwald Gordon & Koch first reported a position in QUAL in Q3 2025 and has held it in 4 quarters since. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Steigerwald Gordon & Koch held 950 shares of iShares MSCI USA Quality Factor ETF worth $208K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #149 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.