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Veracity Capital’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Veracity Capital’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 		– Sell
-1,330
Closed -$255K – 234
2026
Q1 		$255K Sell
1,330
-1
-0.1% -$200 0.09% 178
2025
Q4 		$264K Sell
1,331
-648
-33% -$127K 0.08% 213
2025
Q3 		$385K Sell
1,979
-499
-20% -$93.6K 0.12% 173
2025
Q2 		$453K Buy
2,478
+307
+14% +$53K 0.16% 136
2025
Q1 		$371K Buy
2,171
+403
+23% +$72.2K 0.14% 151
2024
Q4 		$315K Buy
1,768
+397
+29% +$72.1K 0.11% 173
2024
Q3 		$246K Sell
1,371
-15
-1% -$2.6K 0.09% 179
2024
Q2 		$237K Sell
1,386
-902
-39% -$148K 0.1% 177
2024
Q1 		$376K Sell
2,288
-122
-5% -$19.1K 0.15% 147
2023
Q4 		$355K Sell
2,410
-415
-15% -$57.5K 0.14% 139
2023
Q3 		$372K Sell
2,825
-1,173
-29% -$160K 0.17% 119
2023
Q2 		$539K Sell
3,998
-621
-13% -$79K 0.23% 104
2023
Q1 		$573K Buy
+4,619
New +$555K 0.26% 86
2021
Q1 		– Sell
-1,764
Closed -$205K – 247
2020
Q4 		$205K Buy
+1,764
New +$194K 0.11% 200
2020
Q2 		– Sell
-7,740
Closed -$627K – 249
2020
Q1 		$627K Buy
+7,740
New +$739K 0.18% 99

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

Veracity Capital's QUAL Position: Q2 2026 in Review

Veracity Capital sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 1,330 shares — an estimated $255K sold.

Veracity Capital first reported a position in QUAL in Q1 2020 and held it in 15 quarters. The position peaked at $627K in Q1 2020. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Veracity Capital reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Veracity Capital sold 1,330 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $255K.
  • Veracity Capital first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and held it in 15 quarters.
  • Veracity Capital's iShares MSCI USA Quality Factor ETF position peaked at $627K in Q1 2020.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.