TFO Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

TFO Wealth Partners’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	$319K	Buy	1,453 +265	+22%	+$55.6K	0.03%	58
2026 Q1	$228K	Hold	1,188	–	–	0.03%	66
2025 Q4	$236K	Hold	1,188	–	–	0.04%	50
2025 Q3	$231K	Hold	1,188	–	–	0.04%	49
2025 Q2	$217K	Sell	1,188 -33	-3%	-$5.7K	0.04%	41
2025 Q1	$209K	Sell	1,221 -2	-0.2%	-$358	0.04%	38
2024 Q4	$218K	Hold	1,223	–	–	0.1%	10
2024 Q3	$219K	Buy	1,223 +35	+3%	+$6.07K	0.04%	34
2024 Q2	$203K	Hold	1,188	–	–	0.04%	46
2024 Q1	$195K	Hold	1,188	–	–	0.04%	36
2023 Q4	$175K	Buy	+1,188	New	+$164K	0.04%	37
2022 Q3	–	Sell	-1,000	Closed	-$112K	–	411
2022 Q2	$112K	Hold	1,000	–	–	0.03%	56
2022 Q1	$135K	Hold	1,000	–	–	0.03%	53
2021 Q4	$143K	Hold	1,000	–	–	0.03%	43
2021 Q3	$132K	Hold	1,000	–	–	0.03%	43
2021 Q2	$133K	Sell	1,000 -470	-32%	-$60.2K	0.03%	33
2021 Q1	$179K	Buy	1,470 +1,000	+213%	+$118K	0.05%	38
2020 Q4	$55K	Hold	470	–	–	0.02%	46
2020 Q3	$49K	Hold	470	–	–	0.02%	47
2020 Q2	$45K	Hold	470	–	–	0.02%	52
2020 Q1	$38K	Buy	+470	New	+$44.9K	0.02%	62

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TFO Wealth Partners's QUAL Position: Q2 2026 in Review

TFO Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 22% in Q2 2026, buying an estimated $55.6K and bringing the position to 1,453 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #58.

TFO Wealth Partners first reported a position in QUAL in Q1 2020 and has held it in 21 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

TFO Wealth Partners held 1,453 shares of iShares MSCI USA Quality Factor ETF worth $319K as of Q2 2026.
TFO Wealth Partners bought 265 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $55.6K.
iShares MSCI USA Quality Factor ETF made up 0.03% of TFO Wealth Partners's portfolio in Q2 2026, its #58 holding.
TFO Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 21 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.