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

TritonPoint Wealth’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
2025
Q4 		– Sell
-2,731
Closed -$531K – 333
2025
Q3 		$531K Sell
2,731
-31
-1% -$5.82K 0.05% 212
2025
Q2 		$505K Buy
2,762
+10
+0.4% +$1.73K 0.05% 211
2025
Q1 		$470K Sell
2,752
-16
-0.6% -$2.87K 0.04% 218
2024
Q4 		$493K Sell
2,768
-108
-4% -$19.6K 0.04% 207
2024
Q3 		$514K Sell
2,876
-5
-0.2% -$867 0.05% 207
2024
Q2 		$492K Sell
2,881
-450
-14% -$73.9K 0.05% 205
2024
Q1 		$756K Sell
3,331
-1,801
-35% -$281K 0.08% 162
2023
Q4 		$756K Buy
+5,132
New +$710K 0.07% 165

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TritonPoint Wealth's QUAL Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 2,731 shares — an estimated $531K sold.

TritonPoint Wealth first reported a position in QUAL in Q4 2023 and held it in 8 quarters. The position peaked at $756K in Q1 2024. 1,625 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • TritonPoint Wealth reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 2,731 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $531K.
  • TritonPoint Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's iShares MSCI USA Quality Factor ETF position peaked at $756K in Q1 2024.
  • 1,625 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.