Strengthening Families & Communities LLC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Strengthening Families & Communities LLC’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	–	Sell	-1,139	Closed	-$226K	–	653
2025 Q4	$226K	Hold	1,139	–	–	0.08%	86
2025 Q3	$222K	Sell	1,139 -36	-3%	-$6.75K	0.05%	163
2025 Q2	$215K	Buy	1,175 +36	+3%	+$6.21K	0.12%	83
2025 Q1	$195K	Hold	1,139	–	–	0.12%	80
2024 Q4	$203K	Hold	1,139	–	–	0.12%	86
2024 Q3	$204K	Hold	1,139	–	–	0.05%	153
2024 Q2	$194K	Buy	+1,139	New	+$187K	0.06%	163

Other funds holding QUAL

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Strengthening Families & Communities LLC's QUAL Position: Q1 2026 in Review

Strengthening Families & Communities LLC sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 1,139 shares — an estimated $226K sold.

Strengthening Families & Communities LLC first reported a position in QUAL in Q2 2024 and held it in 7 quarters. The position peaked at $226K in Q4 2025. 1,649 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Strengthening Families & Communities LLC reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Strengthening Families & Communities LLC sold 1,139 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $226K.
Strengthening Families & Communities LLC first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and held it in 7 quarters.
Strengthening Families & Communities LLC's iShares MSCI USA Quality Factor ETF position peaked at $226K in Q4 2025.
1,649 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.