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StoneX Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

StoneX 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
Q2 		$2.31M Buy
10,688
+7,873
+280% +$1.65M 0.09% 175
2026
Q1 		$540K Sell
2,815
-4,751
-63% -$952K 0.03% 401
2025
Q4 		$1.5M Buy
7,566
+5
+0.1% +$982 0.07% 245
2025
Q3 		$1.47M Buy
7,561
+325
+4% +$61K 0.06% 262
2025
Q2 		$1.32M Sell
7,236
-3,033
-30% -$523K 0.06% 260
2025
Q1 		$1.75M Buy
10,269
+470
+5% +$84.1K 0.1% 190
2024
Q4 		$1.75M Buy
9,799
+4,386
+81% +$797K 0.1% 186
2024
Q3 		$971K Buy
5,413
+160
+3% +$27.8K 0.07% 225
2024
Q2 		$897K Buy
5,253
+540
+11% +$88.7K 0.07% 221
2024
Q1 		$775K Sell
4,713
-148
-3% -$23.1K 0.07% 241
2023
Q4 		$716K Buy
4,861
+387
+9% +$53.6K 0.07% 239
2023
Q3 		$592K Sell
4,474
-110
-2% -$15K 0.06% 264
2023
Q2 		$618K Sell
4,584
-588
-11% -$74.8K 0.06% 260
2023
Q1 		$642K Buy
5,172
+547
+12% +$65.7K 0.07% 255
2022
Q4 		$527K Sell
4,625
-2,803
-38% -$318K 0.06% 282
2022
Q3 		$776K Sell
7,428
-2,267
-23% -$265K 0.11% 182
2022
Q2 		$1.08M Buy
9,695
+4,632
+91% +$565K 0.13% 147
2022
Q1 		$682K Buy
5,063
+56
+1% +$7.44K 0.05% 295
2021
Q4 		$729K Buy
5,007
+161
+3% +$22.8K 0.08% 221
2021
Q3 		$638K Buy
4,846
+105
+2% +$14.4K 0.09% 216
2021
Q2 		$630K Buy
4,741
+23
+0.5% +$2.95K 0.09% 218
2021
Q1 		$575K Sell
4,718
-869
-16% -$103K 0.1% 197
2020
Q4 		$649K Sell
5,587
-2,840
-34% -$313K 0.14% 148
2020
Q3 		$874K Sell
8,427
-230
-3% -$23.6K 0.28% 89
2020
Q2 		$830K Sell
8,657
-1,581
-15% -$145K 0.31% 86
2020
Q1 		$830K Buy
10,238
+2,234
+28% +$213K 0.44% 63
2019
Q4 		$808K Buy
8,004
+3,283
+70% +$316K 0.33% 92
2019
Q3 		$436K Buy
4,721
+232
+5% +$21.3K 0.27% 128
2019
Q2 		$411K Buy
4,489
+1,242
+38% +$112K 0.26% 119
2019
Q1 		$288K Buy
+3,247
New +$273K 0.22% 164

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

StoneX Group's QUAL Position: Q2 2026 in Review

StoneX Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 280% in Q2 2026, buying an estimated $1.65M and bringing the position to 10,688 shares worth $2.31M. The position accounts for 0.09% of the portfolio, ranked #175.

StoneX Group first reported a position in QUAL in Q1 2019 and has held it in 30 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • StoneX Group held 10,688 shares of iShares MSCI USA Quality Factor ETF worth $2.31M as of Q2 2026.
  • StoneX Group bought 7,873 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.65M.
  • iShares MSCI USA Quality Factor ETF made up 0.09% of StoneX Group's portfolio in Q2 2026, its #175 holding.
  • StoneX Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.