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Tanglewood Legacy Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Tanglewood Legacy Advisors’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 		$7.86K Hold
41
– – ﹤0.01% 233
2025
Q4 		$8.14K Hold
41
– – ﹤0.01% 230
2025
Q3 		$7.97K Hold
41
– – ﹤0.01% 239
2025
Q2 		$7.5K Hold
41
– – ﹤0.01% 253
2025
Q1 		$7.01K Buy
+41
New +$7.34K ﹤0.01% 260

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

Tanglewood Legacy Advisors's QUAL Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 41 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Tanglewood Legacy Advisors first reported a position in QUAL in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.14K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Tanglewood Legacy Advisors held 41 shares of iShares MSCI USA Quality Factor ETF worth $7.86K as of Q1 2026.
  • Tanglewood Legacy Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #233 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Tanglewood Legacy Advisors's iShares MSCI USA Quality Factor ETF position peaked at $8.14K in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.