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Trust Company of Vermont’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Trust Company of Vermont’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 		$522K Buy
2,626
+29
+1% +$5.7K 0.02% 252
2025
Q3 		$505K Hold
2,597
– – 0.02% 258
2025
Q2 		$475K Buy
2,597
+150
+6% +$25.9K 0.02% 256
2025
Q1 		$418K Buy
2,447
+75
+3% +$13.4K 0.02% 263
2024
Q4 		$422K Sell
2,372
-68
-3% -$12.4K 0.02% 268
2024
Q3 		$437K Sell
2,440
-90
-4% -$15.6K 0.02% 246
2024
Q2 		$432K Buy
2,530
+207
+9% +$34K 0.02% 236
2024
Q1 		$382K Buy
2,323
+7
+0.3% +$1.09K 0.02% 249
2023
Q4 		$341K Buy
2,316
+289
+14% +$40K 0.02% 241
2023
Q3 		$267K Buy
2,027
+60
+3% +$8.19K 0.02% 269
2023
Q2 		$265K Hold
1,967
– – 0.02% 284
2023
Q1 		$244K Hold
1,967
– – 0.02% 291
2022
Q4 		$224K Sell
1,967
-38
-2% -$4.31K 0.02% 289
2022
Q3 		$208K Buy
2,005
+14
+0.7% +$1.64K 0.02% 292
2022
Q2 		$223K Hold
1,991
– – 0.02% 290
2022
Q1 		$268K Buy
1,991
+6
+0.3% +$797 0.02% 278
2021
Q4 		$289K Hold
1,985
– – 0.02% 283
2021
Q3 		$261K Buy
1,985
+1,850
+1,370% +$254K 0.02% 276
2021
Q2 		$18K Hold
135
– – ﹤0.01% 572
2021
Q1 		$16K Hold
135
– – ﹤0.01% 582
2020
Q4 		$16K Hold
135
– – ﹤0.01% 578
2020
Q3 		$14K Hold
135
– – ﹤0.01% 569
2020
Q2 		$13K Sell
135
-20
-13% -$1.84K ﹤0.01% 587
2020
Q1 		$13K Hold
155
– – ﹤0.01% 621
2019
Q4 		$16K Hold
155
– – ﹤0.01% 651
2019
Q3 		$14K Buy
155
+88
+131% +$8.09K ﹤0.01% 692
2019
Q2 		$6K Buy
+67
New +$6.03K ﹤0.01% 818

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 $424B AUM 22.94% 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

Trust Company of Vermont's QUAL Position: Q4 2025 in Review

Trust Company of Vermont increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.1% in Q4 2025, buying an estimated $5.7K and bringing the position to 2,626 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #252.

Trust Company of Vermont first reported a position in QUAL in Q2 2019 and has held it in 27 quarters since. 1,625 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • Trust Company of Vermont held 2,626 shares of iShares MSCI USA Quality Factor ETF worth $522K as of Q4 2025.
  • Trust Company of Vermont bought 29 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $5.7K.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Trust Company of Vermont's portfolio in Q4 2025, its #252 holding.
  • Trust Company of Vermont first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2019 and has held it in 27 quarters since.
  • 1,625 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.