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Sutton Place Investors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sutton Place Investors’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 		$864K Sell
3,937
-5,707
-59% -$1.2M 0.42% 60
2026
Q1 		$1.85M Buy
9,644
+437
+5% +$87.6K 1.01% 24
2025
Q4 		$1.83M Sell
9,207
-6,002
-39% -$1.18M 1% 27
2025
Q3 		$2.96M Sell
15,209
-2,248
-13% -$422K 1.69% 13
2025
Q2 		$3.19M Buy
17,457
+668
+4% +$115K 1.92% 12
2025
Q1 		$2.87M Buy
16,789
+2,059
+14% +$369K 1.93% 11
2024
Q4 		$2.62M Buy
14,730
+261
+2% +$47.4K 1.52% 12
2024
Q3 		$2.59M Buy
14,469
+693
+5% +$120K 1.58% 13
2024
Q2 		$2.35M Buy
13,776
+842
+7% +$138K 1.57% 14
2024
Q1 		$2.13M Buy
12,934
+3,865
+43% +$604K 1.05% 24
2023
Q4 		$1.33M Buy
9,069
+51
+0.6% +$7.06K 0.97% 28
2023
Q3 		$1.19M Sell
9,018
-698
-7% -$95.3K 1.55% 18
2023
Q2 		$1.31M Buy
9,716
+446
+5% +$56.7K 1.82% 14
2023
Q1 		$1.15M Buy
+9,270
New +$1.11M 1.56% 17
2022
Q3 		– Sell
-1,803
Closed -$201K – 70
2022
Q2 		$201K Sell
1,803
-1,477
-45% -$180K 0.29% 65
2022
Q1 		$416K Sell
3,280
-45
-1% -$5.97K 0.5% 45
2021
Q4 		$484K Buy
+3,325
New +$470K 0.56% 50

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sutton Place Investors's QUAL Position: Q2 2026 in Review

Sutton Place Investors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 59% in Q2 2026, selling an estimated $1.2M and leaving 3,937 shares worth $864K. The position accounts for 0.42% of the portfolio, ranked #60.

Sutton Place Investors first reported a position in QUAL in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.19M in Q2 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Sutton Place Investors held 3,937 shares of iShares MSCI USA Quality Factor ETF worth $864K as of Q2 2026.
  • Sutton Place Investors sold 5,707 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.2M.
  • iShares MSCI USA Quality Factor ETF made up 0.42% of Sutton Place Investors's portfolio in Q2 2026, its #60 holding.
  • Sutton Place Investors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 17 quarters since.
  • Sutton Place Investors's iShares MSCI USA Quality Factor ETF position peaked at $3.19M in Q2 2025.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.