Strategic Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Strategic Investment Advisors’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	–	Sell	-596	Closed	-$114K	–	417
2026 Q1	$114K	Buy	+596	New	+$119K	0.01%	366
2019 Q2	–	Sell	-13,037	Closed	-$1.15M	–	166
2019 Q1	$1.15M	Sell	13,037 -9,381	-42%	-$789K	0.79%	35
2018 Q4	$1.72M	Buy	+22,418	New	+$1.86M	1.55%	19

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Investment Advisors's QUAL Position: Q2 2026 in Review

Strategic Investment Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 596 shares — an estimated $114K sold.

Strategic Investment Advisors first reported a position in QUAL in Q4 2018 and held it in 3 quarters. The position peaked at $1.72M in Q4 2018. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Strategic Investment Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
Strategic Investment Advisors sold 596 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $114K.
Strategic Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and held it in 3 quarters.
Strategic Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.72M in Q4 2018.
1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.