TFP
QUAL icon

TrueWealth Financial Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

TrueWealth Financial 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 		– Sell
-3,887
Closed -$746K – 58
2026
Q1 		$746K Buy
+3,887
New +$779K 0.3% 28

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

TrueWealth Financial Partners's QUAL Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 3,887 shares — an estimated $746K sold.

TrueWealth Financial Partners first reported a position in QUAL in Q1 2026 and held it in 1 quarter. The position peaked at $746K in Q1 2026. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 3,887 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $746K.
  • TrueWealth Financial Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2026 and held it in 1 quarter.
  • TrueWealth Financial Partners's iShares MSCI USA Quality Factor ETF position peaked at $746K in Q1 2026.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.