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Sweeney & Michel’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sweeney & Michel’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 		$1.05M Buy
4,654
+18
+0.4% +$3.77K 0.28% 57
2026
Q1 		$933K Buy
4,636
+235
+5% +$47.1K 0.27% 62
2025
Q4 		$897K Buy
4,401
+1,335
+44% +$262K 0.26% 64
2025
Q3 		$586K Buy
3,066
+132
+4% +$24.8K 0.2% 78
2025
Q2 		$539K Buy
2,934
+447
+18% +$77.1K 0.19% 79
2025
Q1 		$379K Buy
+2,487
New +$445K 0.17% 90

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

Sweeney & Michel's QUAL Position: Q2 2026 in Review

Sweeney & Michel increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.39% in Q2 2026, buying an estimated $3.77K and bringing the position to 4,654 shares worth $1.05M. The position accounts for 0.28% of the portfolio, ranked #57.

Sweeney & Michel first reported a position in QUAL in Q1 2025 and has held it in 6 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Sweeney & Michel held 4,654 shares of iShares MSCI USA Quality Factor ETF worth $1.05M as of Q2 2026.
  • Sweeney & Michel bought 18 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.77K.
  • iShares MSCI USA Quality Factor ETF made up 0.28% of Sweeney & Michel's portfolio in Q2 2026, its #57 holding.
  • Sweeney & Michel first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.