Summit Wealth Group (Colorado)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Summit Wealth Group (Colorado)’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	$216K	Buy	+986	New	+$207K	0.02%	364

Other funds holding QUAL

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Wealth Group (Colorado)'s QUAL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 986 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #364 among its holdings.

1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Summit Wealth Group (Colorado) held 986 shares of iShares MSCI USA Quality Factor ETF worth $216K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #364 holding.
1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.