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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sweeney & Michel's QUAL Position: Q1 2026 in Review

Sweeney & Michel increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.3% in Q1 2026, buying an estimated $47.1K and bringing the position to 4,636 shares worth $933K. The position accounts for 0.27% of the portfolio, ranked #62.

Sweeney & Michel first reported a position in QUAL in Q1 2025 and has held it in 5 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Sweeney & Michel held 4,636 shares of iShares MSCI USA Quality Factor ETF worth $933K as of Q1 2026.
  • Sweeney & Michel bought 235 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $47.1K.
  • iShares MSCI USA Quality Factor ETF made up 0.27% of Sweeney & Michel's portfolio in Q1 2026, its #62 holding.
  • Sweeney & Michel first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.