Surience Private Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Surience Private Wealth’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	$1.28M	Buy	+5,845	New	+$1.23M	1.13%	29

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

Surience Private Wealth's QUAL Position: Q2 2026 in Review

Surience Private Wealth opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 5,845 shares worth $1.28M. The stake represents 1.13% of the portfolio and ranks #29 among its holdings.

1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Surience Private Wealth held 5,845 shares of iShares MSCI USA Quality Factor ETF worth $1.28M as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Surience Private Wealth position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 1.13% of Surience Private Wealth's portfolio in Q2 2026, its #29 holding.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.