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

Stillwater Wealth 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
2026
Q1 		$5.68M Buy
29,610
+3,946
+15% +$791K 3.51% 4
2025
Q4 		$5.1M Buy
25,664
+681
+3% +$134K 3.46% 8
2025
Q3 		$4.86M Buy
+24,983
New +$4.69M 3.4% 6

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stillwater Wealth Management Group's QUAL Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 15% in Q1 2026, buying an estimated $791K and bringing the position to 29,610 shares worth $5.68M. The position accounts for 3.51% of the portfolio, ranked #4.

Stillwater Wealth Management Group first reported a position in QUAL in Q3 2025 and has held it in 3 quarters since. 1,650 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Stillwater Wealth Management Group held 29,610 shares of iShares MSCI USA Quality Factor ETF worth $5.68M as of Q1 2026.
  • Stillwater Wealth Management Group bought 3,946 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $791K.
  • iShares MSCI USA Quality Factor ETF made up 3.51% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #4 holding.
  • Stillwater Wealth Management Group first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,650 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.