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Tyler-Stone Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Tyler-Stone Wealth Management’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
Q2 		$5.17M Buy
28,294
+2,096
+8% +$362K 0.83% 28
2025
Q1 		$4.48M Sell
26,198
-812
-3% -$145K 0.8% 31
2024
Q4 		$4.81M Sell
27,010
-291
-1% -$52.9K 0.86% 27
2024
Q3 		$4.9M Buy
27,301
+13,346
+96% +$2.31M 0.92% 25
2024
Q2 		$2.38M Sell
13,955
-33
-0.2% -$5.42K 0.98% 21
2024
Q1 		$2.3M Sell
13,988
-901
-6% -$141K 1.02% 21
2023
Q4 		$2.19M Sell
14,889
-362
-2% -$50.1K 1.1% 19
2023
Q3 		$2.01M Sell
15,251
-638
-4% -$87.1K 1.15% 19
2023
Q2 		$2.14M Buy
+15,889
New +$2.02M 1.21% 18
2022
Q4 		$1.93M Sell
16,897
-601
-3% -$68.2K 1.31% 16
2022
Q3 		$1.82M Sell
17,498
-347
-2% -$40.6K 1.39% 16
2022
Q2 		$1.99M Sell
17,845
-515
-3% -$62.8K 1.33% 15
2022
Q1 		$2.47M Buy
18,360
+2,396
+15% +$318K 1.36% 14
2021
Q4 		$2.32M Buy
+15,964
New +$2.26M 1.23% 16

Other funds holding QUAL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tyler-Stone Wealth Management's QUAL Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 8% in Q2 2025, buying an estimated $362K and bringing the position to 28,294 shares worth $5.17M. The position accounts for 0.83% of the portfolio, ranked #28.

Tyler-Stone Wealth Management first reported a position in QUAL in Q4 2021 and has held it in 14 quarters since. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

  • Tyler-Stone Wealth Management held 28,294 shares of iShares MSCI USA Quality Factor ETF worth $5.17M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 2,096 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $362K.
  • iShares MSCI USA Quality Factor ETF made up 0.83% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #28 holding.
  • Tyler-Stone Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.