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Univest Financial’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Univest Financial’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 		– Sell
-2,005
Closed -$390K – 263
2025
Q3 		$390K Sell
2,005
-13
-0.6% -$2.44K 0.02% 208
2025
Q2 		$369K Sell
2,018
-78
-4% -$13.5K 0.02% 212
2025
Q1 		$358K Buy
2,096
+19
+0.9% +$3.4K 0.02% 223
2024
Q4 		$370K Sell
2,077
-72
-3% -$13.1K 0.02% 219
2024
Q3 		$385K Buy
+2,149
New +$373K 0.03% 222

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Univest Financial's QUAL Position: Q4 2025 in Review

Univest Financial sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 2,005 shares — an estimated $390K sold.

Univest Financial first reported a position in QUAL in Q3 2024 and held it in 5 quarters. The position peaked at $390K in Q3 2025. 1,630 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • Univest Financial reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Univest Financial sold 2,005 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $390K.
  • Univest Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and held it in 5 quarters.
  • Univest Financial's iShares MSCI USA Quality Factor ETF position peaked at $390K in Q3 2025.
  • 1,630 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Univest Financial's 13F filing for Q4 2025, filed 4 Feb 2026.