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 Q2	$2.24M	Sell	10,112 -996	-9%	-$209K	0.13%	107
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 $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

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

Triad Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9% in Q2 2026, selling an estimated $209K and leaving 10,112 shares worth $2.24M. The position accounts for 0.13% of the portfolio, ranked #107.

Triad Wealth Partners first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.8M in Q3 2025. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Triad Wealth Partners held 10,112 shares of iShares MSCI USA Quality Factor ETF worth $2.24M as of Q2 2026.
Triad Wealth Partners sold 996 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $209K.
iShares MSCI USA Quality Factor ETF made up 0.13% of Triad Wealth Partners's portfolio in Q2 2026, its #107 holding.
Triad Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $22.8M in Q3 2025.
1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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