Stuart Chaussee & Associates’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Stuart Chaussee & Associates’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
2025 Q4	–	Sell	-568	Closed	-$110K	–	123
2025 Q3	$110K	Hold	568	–	–	0.02%	63
2025 Q2	$104K	Hold	568	–	–	0.02%	61
2025 Q1	$97K	Hold	568	–	–	0.02%	52
2024 Q4	$101K	Hold	568	–	–	0.03%	55
2024 Q3	$102K	Hold	568	–	–	0.03%	47
2024 Q2	$97K	Buy	568 +466	+457%	+$76.5K	0.03%	44
2024 Q1	$16.7K	Buy	+102	New	+$15.9K	﹤0.01%	106
2021 Q2	–	Sell	-6,323	Closed	-$770K	–	220
2021 Q1	$770K	Buy	+6,323	New	+$747K	0.3%	13

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stuart Chaussee & Associates's QUAL Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 568 shares — an estimated $110K sold.

Stuart Chaussee & Associates first reported a position in QUAL in Q1 2021 and held it in 8 quarters. The position peaked at $770K in Q1 2021. 1,625 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

Stuart Chaussee & Associates reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 568 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $110K.
Stuart Chaussee & Associates first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2021 and held it in 8 quarters.
Stuart Chaussee & Associates's iShares MSCI USA Quality Factor ETF position peaked at $770K in Q1 2021.
1,625 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.