SFC
QUAL icon

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
Q2 		$641K Buy
2,923
+77
+3% +$16.1K 0.05% 111
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
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

SYM Financial Corp's QUAL Position: Q2 2026 in Review

SYM Financial Corp increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.7% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,923 shares worth $641K. The position accounts for 0.05% of the portfolio, ranked #111.

SYM Financial Corp first reported a position in QUAL in Q3 2021 and has held it in 17 quarters since. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • SYM Financial Corp held 2,923 shares of iShares MSCI USA Quality Factor ETF worth $641K as of Q2 2026.
  • SYM Financial Corp bought 77 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $16.1K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #111 holding.
  • SYM Financial Corp first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and has held it in 17 quarters since.
  • 1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.