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

Vermillion 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 		$61.6K Sell
281
-76
-21% -$15.9K 0.01% 539
2026
Q1 		$68.5K Sell
357
-100
-22% -$20K 0.03% 172
2025
Q4 		$90.8K Sell
457
-21
-4% -$4.13K 0.04% 145
2025
Q3 		$92.9K Sell
478
-18
-4% -$3.38K 0.03% 429
2025
Q2 		$90.6K Sell
496
-37
-7% -$6.39K 0.04% 135
2025
Q1 		$91K Buy
533
+118
+28% +$21.1K 0.03% 398
2024
Q4 		$74K Buy
+415
New +$75.4K 0.04% 149

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

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

Vermillion Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 21% in Q2 2026, selling an estimated $15.9K and leaving 281 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #539.

Vermillion Wealth Management first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $92.9K in Q3 2025. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Vermillion Wealth Management held 281 shares of iShares MSCI USA Quality Factor ETF worth $61.6K as of Q2 2026.
  • Vermillion Wealth Management sold 76 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $15.9K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #539 holding.
  • Vermillion Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $92.9K in Q3 2025.
  • 1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.