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USAdvisors Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

USAdvisors 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
2026
Q2 		$1.83M Sell
8,358
-48
-0.6% -$10.1K 0.53% 43
2026
Q1 		$1.57M Hold
8,406
– – 0.52% 43
2025
Q4 		$1.67M Buy
8,406
+11
+0.1% +$2.16K 0.55% 44
2025
Q3 		$1.63M Sell
8,395
-32
-0.4% -$6K 0.56% 42
2025
Q2 		$1.54M Buy
8,427
+15
+0.2% +$2.59K 0.57% 44
2025
Q1 		$1.44M Sell
8,412
-306
-4% -$54.8K 0.5% 46
2024
Q4 		$1.55M Buy
8,718
+74
+0.9% +$13.4K 0.5% 48
2024
Q3 		$1.54M Sell
8,644
-213
-2% -$36.9K 0.54% 47
2024
Q2 		$1.51M Buy
8,857
+73
+0.8% +$12K 0.53% 48
2024
Q1 		$1.44M Sell
8,784
-174
-2% -$27.2K 0.54% 51
2023
Q4 		$1.32M Sell
8,958
-24
-0.3% -$3.32K 0.55% 51
2023
Q3 		$1.18M Sell
8,982
-150
-2% -$20.5K 0.53% 46
2023
Q2 		$1.23M Sell
9,132
-187
-2% -$23.8K 0.58% 46
2023
Q1 		$1.16M Sell
9,319
-189
-2% -$22.7K 0.55% 51
2022
Q4 		$1.08M Buy
9,508
+311
+3% +$35.3K 0.52% 48
2022
Q3 		$956K Sell
9,197
-199
-2% -$23.3K 0.49% 52
2022
Q2 		$1.05M Sell
9,396
-47
-0.5% -$5.74K 0.53% 46
2022
Q1 		$1.27M Sell
9,443
-262
-3% -$34.8K 0.54% 45
2021
Q4 		$1.41M Sell
9,705
-286
-3% -$40.4K 0.58% 40
2021
Q3 		$1.32M Sell
9,991
-32
-0.3% -$4.4K 0.57% 38
2021
Q2 		$1.33M Sell
10,023
-4,239
-30% -$543K 0.72% 32
2021
Q1 		$1.74M Sell
14,262
-10,675
-43% -$1.26M 0.84% 31
2020
Q4 		$2.82M Sell
24,937
-123
-0.5% -$13.5K 1.35% 21
2020
Q3 		$2.6M Buy
25,060
+1,210
+5% +$124K 0.41% 23
2020
Q2 		$2.29M Buy
23,850
+5,819
+32% +$534K 1.22% 21
2020
Q1 		$1.46M Buy
18,031
+14,095
+358% +$1.35M 0.9% 26
2019
Q4 		$397K Buy
+3,936
New +$379K 0.21% 54

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

USAdvisors Wealth Management's QUAL Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.57% in Q2 2026, selling an estimated $10.1K and leaving 8,358 shares worth $1.83M. The position accounts for 0.53% of the portfolio, ranked #43.

USAdvisors Wealth Management first reported a position in QUAL in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.82M in Q4 2020. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • USAdvisors Wealth Management held 8,358 shares of iShares MSCI USA Quality Factor ETF worth $1.83M as of Q2 2026.
  • USAdvisors Wealth Management sold 48 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $10.1K.
  • iShares MSCI USA Quality Factor ETF made up 0.53% of USAdvisors Wealth Management's portfolio in Q2 2026, its #43 holding.
  • USAdvisors Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • USAdvisors Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $2.82M in Q4 2020.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.