TIA
QUAL icon

TCFG Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

TCFG Investment 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 		$511K Buy
2,331
+23
+1% +$4.82K 0.17% 145
2026
Q1 		$443K Buy
+2,308
New +$463K 0.17% 141

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

TCFG Investment Advisors's QUAL Position: Q2 2026 in Review

TCFG Investment Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1% in Q2 2026, buying an estimated $4.82K and bringing the position to 2,331 shares worth $511K. The position accounts for 0.17% of the portfolio, ranked #145.

TCFG Investment Advisors first reported a position in QUAL in Q1 2026 and has held it in 2 quarters since. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • TCFG Investment Advisors held 2,331 shares of iShares MSCI USA Quality Factor ETF worth $511K as of Q2 2026.
  • TCFG Investment Advisors bought 23 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $4.82K.
  • iShares MSCI USA Quality Factor ETF made up 0.17% of TCFG Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • TCFG Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.