Timonier Family Office’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Timonier Family Office’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	$329K	Buy	+1,499	New	+$314K	0.09%	48
2025 Q4	$344K	Hold	1,733	–	–	0.11%	44
2025 Q3	$337K	Hold	1,733	–	–	0.11%	45
2025 Q2	$317K	Buy	+1,733	New	+$299K	0.12%	46

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

Timonier Family Office's QUAL Position: Q2 2026 in Review

Timonier Family Office opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 1,499 shares worth $329K. The stake represents 0.09% of the portfolio and ranks #48 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in QUAL as recently as Q4 2025.

Timonier Family Office first reported a position in QUAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $344K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Timonier Family Office held 1,499 shares of iShares MSCI USA Quality Factor ETF worth $329K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Timonier Family Office position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.09% of Timonier Family Office's portfolio in Q2 2026, its #48 holding.
Timonier Family Office first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 4 quarters since.
Timonier Family Office's iShares MSCI USA Quality Factor ETF position peaked at $344K in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.