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

Veridan Wealth’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	$457K	Sell	2,083 -193	-8%	-$40.5K	0.16%	56
2026 Q1	$436K	Buy	2,276 +5	+0.2%	+$1K	0.16%	55
2025 Q4	$451K	Sell	2,271 -122	-5%	-$24K	0.15%	53
2025 Q3	$465K	Buy	+2,393	New	+$449K	0.16%	52
2025 Q1	$472K	Buy	2,763 +58	+2%	+$10.4K	0.21%	46
2024 Q4	$494K	Buy	+2,705	New	+$491K	0.23%	51
2024 Q2	$461K	Buy	+2,521	New	+$414K	0.18%	48

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Veridan Wealth's QUAL Position: Q2 2026 in Review

Veridan Wealth reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 8.5% in Q2 2026, selling an estimated $40.5K and leaving 2,083 shares worth $457K. The position accounts for 0.16% of the portfolio, ranked #56.

Veridan Wealth first reported a position in QUAL in Q2 2024 and has held it in 7 quarters since. The position peaked at $494K in Q4 2024. 1,647 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Veridan Wealth held 2,083 shares of iShares MSCI USA Quality Factor ETF worth $457K as of Q2 2026.
Veridan Wealth sold 193 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $40.5K.
iShares MSCI USA Quality Factor ETF made up 0.16% of Veridan Wealth's portfolio in Q2 2026, its #56 holding.
Veridan Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's iShares MSCI USA Quality Factor ETF position peaked at $494K in Q4 2024.
1,647 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.