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Stone House Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Stone House Investment 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 		$16.5M Buy
86,137
+1,889
+2% +$379K 2.96% 12
2025
Q4 		$16.7M Sell
84,248
-67,593
-45% -$13.3M 2.6% 14
2025
Q3 		$29.5M Sell
151,841
-31,172
-17% -$5.85M 4.98% 8
2025
Q2 		$33.5M Buy
183,013
+14,392
+9% +$2.48M 6.15% 5
2025
Q1 		$28.8M Buy
168,621
+37,245
+28% +$6.67M 5.84% 6
2024
Q4 		$23.4M Sell
131,376
-21,791
-14% -$3.96M 5.95% 6
2024
Q3 		$27.5M Buy
153,167
+5,596
+4% +$971K 5.67% 6
2024
Q2 		$25.2M Buy
147,571
+8,704
+6% +$1.43M 6.55% 5
2024
Q1 		$22.8M Buy
138,867
+32,980
+31% +$5.15M 5.37% 5
2023
Q4 		$15.6M Sell
105,887
-5,341
-5% -$739K 5.37% 5
2023
Q3 		$14.7M Sell
111,228
-25,128
-18% -$3.43M 5.1% 6
2023
Q2 		$18.4M Buy
136,356
+4,994
+4% +$635K 6.67% 4
2023
Q1 		$16.3M Buy
+131,362
New +$15.8M 5.51% 5
2020
Q2 		– Sell
-80,989
Closed -$6.56M – 38
2020
Q1 		$6.56M Buy
80,989
+17,515
+28% +$1.67M 3.83% 9
2019
Q4 		$6.41M Buy
+63,474
New +$6.11M 4.68% 5
2019
Q2 		– Sell
-483
Closed -$43K – 160
2019
Q1 		$43K Buy
+483
New +$40.6K 0.02% 101

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stone House Investment Management's QUAL Position: Q1 2026 in Review

Stone House Investment Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.2% in Q1 2026, buying an estimated $379K and bringing the position to 86,137 shares worth $16.5M. The position accounts for 2.96% of the portfolio, ranked #12.

Stone House Investment Management first reported a position in QUAL in Q1 2019 and has held it in 16 quarters since. The position peaked at $33.5M in Q2 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Stone House Investment Management held 86,137 shares of iShares MSCI USA Quality Factor ETF worth $16.5M as of Q1 2026.
  • Stone House Investment Management bought 1,889 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $379K.
  • iShares MSCI USA Quality Factor ETF made up 2.96% of Stone House Investment Management's portfolio in Q1 2026, its #12 holding.
  • Stone House Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2019 and has held it in 16 quarters since.
  • Stone House Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $33.5M in Q2 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.