UCFA
QUAL icon

United Capital Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

United Capital Financial Advisors’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
Q1 		$119M Buy
619,423
+38,799
+7% +$7.78M 0.73% 28
2025
Q4 		$115M Buy
580,624
+61,286
+12% +$12M 0.69% 29
2025
Q3 		$101M Sell
519,338
-107,605
-17% -$20.2M 0.72% 29
2025
Q2 		$115M Sell
626,943
-7,684
-1% -$1.33M 0.92% 20
2025
Q1 		$108M Buy
634,627
+77,047
+14% +$13.8M 0.93% 22
2024
Q4 		$99.3M Sell
557,580
-12,745
-2% -$2.32M 0.84% 26
2024
Q3 		$102M Sell
570,325
-3,641
-0.6% -$631K 0.84% 24
2024
Q2 		$98M Sell
573,966
-9,867
-2% -$1.62M 0.84% 25
2024
Q1 		$96M Sell
583,833
-39,824
-6% -$6.22M 0.79% 25
2023
Q4 		$91.8M Buy
623,657
+604,390
+3,137% +$83.7M 0.76% 23
2023
Q3 		$2.54M Buy
19,267
+326
+2% +$44.5K 0.02% 388
2023
Q2 		$2.55M Sell
18,941
-2,305
-11% -$293K 0.01% 408
2023
Q1 		$2.64M Sell
21,246
-1,276
-6% -$153K 0.01% 407
2022
Q4 		$2.57M Sell
22,522
-11,362
-34% -$1.29M 0.01% 434
2022
Q3 		$3.52M Sell
33,884
-341
-1% -$39.9K 0.02% 383
2022
Q2 		$3.82M Buy
34,225
+865
+3% +$106K 0.02% 379
2022
Q1 		$4.49M Buy
33,360
+1,141
+4% +$152K 0.02% 379
2021
Q4 		$4.69M Sell
32,219
-1,987
-6% -$281K 0.02% 379
2021
Q3 		$4.51M Sell
34,206
-797
-2% -$110K 0.02% 389
2021
Q2 		$4.65M Buy
35,003
+2,317
+7% +$297K 0.02% 384
2021
Q1 		$3.98M Sell
32,686
-7,765
-19% -$917K 0.02% 388
2020
Q4 		$4.7M Buy
40,451
+8,001
+25% +$881K 0.03% 364
2020
Q3 		$3.37M Buy
32,450
+242
+0.8% +$24.8K 0.02% 406
2020
Q2 		$3.09M Buy
32,208
+26,026
+421% +$2.39M 0.02% 433
2020
Q1 		$501K Buy
+6,182
New +$590K ﹤0.01% 816

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's QUAL Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 6.7% in Q1 2026, buying an estimated $7.78M and bringing the position to 619,423 shares worth $119M. The position accounts for 0.73% of the portfolio, ranked #28.

United Capital Financial Advisors first reported a position in QUAL in Q1 2020 and has held it in 25 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • United Capital Financial Advisors held 619,423 shares of iShares MSCI USA Quality Factor ETF worth $119M as of Q1 2026.
  • United Capital Financial Advisors bought 38,799 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $7.78M.
  • iShares MSCI USA Quality Factor ETF made up 0.73% of United Capital Financial Advisors's portfolio in Q1 2026, its #28 holding.
  • United Capital Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.