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United Financial Planning Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

United Financial Planning Group’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 		$5.49K Sell
25
-15
-38% -$3.15K ﹤0.01% 352
2026
Q1 		$7.67K Hold
40
– – ﹤0.01% 250
2025
Q4 		$7.95K Buy
+40
New +$7.86K ﹤0.01% 225

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

United Financial Planning Group's QUAL Position: Q2 2026 in Review

United Financial Planning Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 38% in Q2 2026, selling an estimated $3.15K and leaving 25 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

United Financial Planning Group first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.95K in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • United Financial Planning Group held 25 shares of iShares MSCI USA Quality Factor ETF worth $5.49K as of Q2 2026.
  • United Financial Planning Group sold 15 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.15K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #352 holding.
  • United Financial Planning Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's iShares MSCI USA Quality Factor ETF position peaked at $7.95K in Q4 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.