Symphony Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Symphony Financial Services’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	–	Sell	-1,341	Closed	-$266K	–	107
2025 Q4	$266K	Buy	1,341 +2	+0.1%	+$393	0.14%	82
2025 Q3	$260K	Buy	1,339 +1	+0.1%	+$188	0.14%	78
2025 Q2	$245K	Sell	1,338 -78	-6%	-$13.5K	0.15%	73
2025 Q1	$242K	Buy	1,416 +1	+0.1%	+$179	0.16%	67
2024 Q4	$252K	Sell	1,415 -46	-3%	-$8.36K	0.2%	64
2024 Q3	$262K	Sell	1,461 -48	-3%	-$8.32K	0.22%	64
2024 Q2	$261K	Buy	+1,509	New	+$248K	0.22%	69

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

Symphony Financial Services's QUAL Position: Q1 2026 in Review

Symphony Financial Services sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 1,341 shares — an estimated $266K sold.

Symphony Financial Services first reported a position in QUAL in Q2 2024 and held it in 7 quarters. The position peaked at $266K in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Symphony Financial Services reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Symphony Financial Services sold 1,341 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $266K.
Symphony Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and held it in 7 quarters.
Symphony Financial Services's iShares MSCI USA Quality Factor ETF position peaked at $266K in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Symphony Financial Services's 13F filing for Q1 2026, filed 7 May 2026.