Strategic Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Strategic Wealth Partners’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	$257K	Sell	1,337 -83	-6%	-$16.6K	0.02%	273
2025 Q4	$282K	Sell	1,420 -5,726	-80%	-$1.13M	0.02%	273
2025 Q3	$1.39M	Buy	7,146 +6,428	+895%	+$1.21M	0.1%	133
2025 Q2	$131K	Buy	+718	New	+$124K	0.01%	364
2023 Q4	–	Sell	-2,646	Closed	-$349K	–	295
2023 Q3	$349K	Hold	2,646	–	–	0.05%	232
2023 Q2	$357K	Buy	2,646 +45	+2%	+$5.72K	0.05%	229
2023 Q1	$323K	Sell	2,601 -597	-19%	-$71.7K	0.05%	208
2022 Q4	$364K	Sell	3,198 -946	-23%	-$107K	0.07%	195
2022 Q3	$431K	Buy	+4,144	New	+$485K	0.09%	187

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners's QUAL Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.8% in Q1 2026, selling an estimated $16.6K and leaving 1,337 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #273.

Strategic Wealth Partners first reported a position in QUAL in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.39M in Q3 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Strategic Wealth Partners held 1,337 shares of iShares MSCI USA Quality Factor ETF worth $257K as of Q1 2026.
Strategic Wealth Partners sold 83 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $16.6K.
iShares MSCI USA Quality Factor ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #273 holding.
Strategic Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2022 and has held it in 9 quarters since.
Strategic Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $1.39M in Q3 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.