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Total Clarity Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Total Clarity Wealth Management’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 		$1.65M Buy
7,532
+108
+1% +$22.6K 0.32% 80
2026
Q1 		$1.42M Sell
7,424
-2,249
-23% -$451K 0.33% 77
2025
Q4 		$1.92M Buy
9,673
+2,141
+28% +$421K 0.46% 65
2025
Q3 		$1.46M Sell
7,532
-858
-10% -$161K 0.39% 71
2025
Q2 		$1.53M Sell
8,390
-7,064
-46% -$1.22M 0.44% 60
2025
Q1 		$2.75M Hold
15,454
– – 0.9% 29
2024
Q4 		$2.75M Buy
15,454
+1,461
+10% +$265K 0.89% 30
2024
Q3 		$2.51M Buy
13,993
+2,346
+20% +$407K 0.81% 33
2024
Q2 		$1.99M Buy
11,647
+1,577
+16% +$259K 0.69% 41
2024
Q1 		$1.66M Buy
10,070
+4,985
+98% +$779K 0.58% 45
2023
Q4 		$748K Buy
+5,085
New +$704K 0.31% 92
2023
Q2 		– Sell
-2,268
Closed -$281K – 224
2023
Q1 		$281K Sell
2,268
-109
-5% -$13.1K 0.15% 137
2022
Q4 		$271K Sell
2,377
-1,352
-36% -$153K 0.14% 173
2022
Q3 		$388K Hold
3,729
– – 0.24% 123
2022
Q2 		$417K Hold
3,729
– – 0.22% 114
2022
Q1 		$502K Sell
3,729
-5,634
-60% -$748K 0.28% 100
2021
Q4 		$1.36M Buy
9,363
+2,255
+32% +$319K 0.62% 38
2021
Q3 		$936K Sell
7,108
-202
-3% -$27.8K 0.44% 56
2021
Q2 		$971K Sell
7,310
-12,565
-63% -$1.61M 0.54% 56
2021
Q1 		$2.42M Sell
19,875
-10,198
-34% -$1.2M 1.39% 16
2020
Q4 		$3.5M Buy
30,073
+901
+3% +$99.2K 2.43% 7
2020
Q3 		$3.03M Buy
29,172
+222
+0.8% +$22.7K 2.64% 8
2020
Q2 		$2.78M Buy
+28,950
New +$2.66M 2.55% 8
2020
Q1 		– Sell
-135
Closed -$14K – 492
2019
Q4 		$14K Buy
+135
New +$13K 0.01% 452

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

Total Clarity Wealth Management's QUAL Position: Q2 2026 in Review

Total Clarity Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.5% in Q2 2026, buying an estimated $22.6K and bringing the position to 7,532 shares worth $1.65M. The position accounts for 0.32% of the portfolio, ranked #80.

Total Clarity Wealth Management first reported a position in QUAL in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.5M in Q4 2020. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Total Clarity Wealth Management held 7,532 shares of iShares MSCI USA Quality Factor ETF worth $1.65M as of Q2 2026.
  • Total Clarity Wealth Management bought 108 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $22.6K.
  • iShares MSCI USA Quality Factor ETF made up 0.32% of Total Clarity Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Total Clarity Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 24 quarters since.
  • Total Clarity Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $3.5M in Q4 2020.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.