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Sumitomo Mitsui DS Asset Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sumitomo Mitsui DS Asset 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
2026
Q2 		$664K Buy
+3,026
New +$635K ﹤0.01% 658

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's QUAL Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 3,026 shares worth $664K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings.

691 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 3,026 shares of iShares MSCI USA Quality Factor ETF worth $664K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Sumitomo Mitsui DS Asset Management position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #658 holding.
  • 691 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.