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Vantage Financial Partners (Wisconsin)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$584K Sell
2,940
-42
-1% -$8.25K 0.12% 106
2025
Q3 		$580K Sell
2,982
-3
-0.1% -$563 0.12% 103
2025
Q2 		$546K Sell
2,985
-46
-2% -$7.94K 0.13% 106
2025
Q1 		$518K Sell
3,031
-192
-6% -$34.4K 0.13% 101
2024
Q4 		$574K Sell
3,223
-2,600
-45% -$472K 0.14% 92
2024
Q3 		$1.04M Buy
+5,823
New +$1.01M 0.26% 58

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s QUAL Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.4% in Q4 2025, selling an estimated $8.25K and leaving 2,940 shares worth $584K. The position accounts for 0.12% of the portfolio, ranked #106.

Vantage Financial Partners (Wisconsin) first reported a position in QUAL in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q3 2024. 1,625 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 2,940 shares of iShares MSCI USA Quality Factor ETF worth $584K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 42 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $8.25K.
  • iShares MSCI USA Quality Factor ETF made up 0.12% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #106 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 6 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares MSCI USA Quality Factor ETF position peaked at $1.04M in Q3 2024.
  • 1,625 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.