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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
Q2 		$9K Hold
41
– – ﹤0.01% 243
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 $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

Tanglewood Legacy Advisors's QUAL Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 41 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Tanglewood Legacy Advisors first reported a position in QUAL in Q1 2025 and has held it in 6 quarters since. 1,647 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Tanglewood Legacy Advisors held 41 shares of iShares MSCI USA Quality Factor ETF worth $9K as of Q2 2026.
  • Tanglewood Legacy Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #243 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.