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

Triad 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 Q1	$2.13M	Sell	11,108 -6,184	-36%	-$1.24M	0.17%	96
2025 Q4	$3.43M	Sell	17,292 -99,835	-85%	-$19.6M	0.33%	68
2025 Q3	$22.8M	Buy	117,127 +14,879	+15%	+$2.79M	2.94%	6
2025 Q2	$18.7M	Buy	102,248 +23,387	+30%	+$4.04M	3.78%	3
2025 Q1	$13.5M	Buy	78,861 +20,265	+35%	+$3.63M	4.19%	6
2024 Q4	$10.4M	Buy	58,596 +31,302	+115%	+$5.69M	3.77%	5
2024 Q3	$4.89M	Buy	27,294 +25,620	+1,530%	+$4.44M	2.6%	10
2024 Q2	$286K	Sell	1,674 -130	-7%	-$21.3K	0.15%	67
2024 Q1	$296K	Buy	+1,804	New	+$282K	0.23%	42

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Triad Wealth Partners's QUAL Position: Q1 2026 in Review

Triad Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 36% in Q1 2026, selling an estimated $1.24M and leaving 11,108 shares worth $2.13M. The position accounts for 0.17% of the portfolio, ranked #96.

Triad Wealth Partners first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $22.8M in Q3 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Triad Wealth Partners held 11,108 shares of iShares MSCI USA Quality Factor ETF worth $2.13M as of Q1 2026.
Triad Wealth Partners sold 6,184 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $1.24M.
iShares MSCI USA Quality Factor ETF made up 0.17% of Triad Wealth Partners's portfolio in Q1 2026, its #96 holding.
Triad Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
Triad Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $22.8M in Q3 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.