United Community Bank’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

United Community Bank’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	$161K	Hold	837	–	–	0.05%	222
2025 Q4	$166K	Sell	837 -14	-2%	-$2.75K	0.06%	182
2025 Q3	$166K	Buy	851 +14	+2%	+$2.63K	0.05%	222
2025 Q2	$153K	Hold	837	–	–	0.05%	210
2025 Q1	$143K	Sell	837 -573	-41%	-$103K	0.05%	210
2024 Q4	$251K	Buy	+1,410	New	+$256K	0.1%	152

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Community Bank's QUAL Position: Q1 2026 in Review

United Community Bank held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 837 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #222.

United Community Bank first reported a position in QUAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $251K in Q4 2024. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

United Community Bank held 837 shares of iShares MSCI USA Quality Factor ETF worth $161K as of Q1 2026.
United Community Bank left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 0.05% of United Community Bank's portfolio in Q1 2026, its #222 holding.
United Community Bank first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
United Community Bank's iShares MSCI USA Quality Factor ETF position peaked at $251K in Q4 2024.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.