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Studio Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Studio Investment Management’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
Q2 		– Sell
-633
Closed -$108K – 277
2025
Q1 		$108K Hold
633
– – 0.02% 182
2024
Q4 		$113K Hold
633
– – 0.02% 174
2024
Q3 		$113K Hold
633
– – 0.02% 170
2024
Q2 		$108K Buy
+633
New +$104K 0.02% 166
2022
Q2 		– Sell
-5,353
Closed -$721K – 192
2022
Q1 		$721K Hold
5,353
– – 0.24% 66
2021
Q4 		$779K Buy
+5,353
New +$757K 0.28% 65

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Studio Investment Management's QUAL Position: Q2 2025 in Review

Studio Investment Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2025, closing a stake of 633 shares — an estimated $108K sold.

Studio Investment Management first reported a position in QUAL in Q4 2021 and held it in 6 quarters. The position peaked at $779K in Q4 2021. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

  • Studio Investment Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 633 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $108K.
  • Studio Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and held it in 6 quarters.
  • Studio Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $779K in Q4 2021.
  • 1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.