SYM Financial Corp’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

SYM Financial Corp’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	$546K	Hold	2,846	–	–	0.05%	119
2025 Q4	$565K	Buy	2,846 +174	+7%	+$34.2K	0.06%	116
2025 Q3	$520K	Hold	2,672	–	–	0.06%	113
2025 Q2	$488K	Hold	2,672	–	–	0.05%	126
2025 Q1	$457K	Sell	2,672 -25	-0.9%	-$4.48K	0.06%	119
2024 Q4	$480K	Buy	2,697 +25	+0.9%	+$4.54K	0.06%	98
2024 Q3	$479K	Hold	2,672	–	–	0.06%	74
2024 Q2	$456K	Buy	2,672 +1,411	+112%	+$232K	0.07%	58
2024 Q1	$207K	Hold	1,261	–	–	0.03%	93
2023 Q4	$186K	Sell	1,261 -34	-3%	-$4.71K	0.03%	105
2023 Q3	$171K	Buy	1,295 +34	+3%	+$4.64K	0.03%	93
2023 Q2	$170K	Buy	+1,261	New	+$160K	0.03%	65
2023 Q1	–	Sell	-1,494	Closed	-$170K	–	117
2022 Q4	$170K	Buy	+1,494	New	+$169K	0.04%	64
2022 Q2	–	Sell	-1,494	Closed	-$201K	–	124
2022 Q1	$201K	Hold	1,494	–	–	0.09%	57
2021 Q4	$217K	Sell	1,494 -409	-21%	-$57.8K	0.08%	49
2021 Q3	$251K	Buy	+1,903	New	+$262K	0.15%	39

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SYM Financial Corp's QUAL Position: Q1 2026 in Review

SYM Financial Corp held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 2,846 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #119.

SYM Financial Corp first reported a position in QUAL in Q3 2021 and has held it in 16 quarters since. The position peaked at $565K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

SYM Financial Corp held 2,846 shares of iShares MSCI USA Quality Factor ETF worth $546K as of Q1 2026.
SYM Financial Corp left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #119 holding.
SYM Financial Corp first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and has held it in 16 quarters since.
SYM Financial Corp's iShares MSCI USA Quality Factor ETF position peaked at $565K in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.