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

ViaWealth’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
Q1 		$480K Sell
2,500
-39
-2% -$7.82K 0.27% 104
2025
Q4 		$504K Sell
2,539
-423
-14% -$83.1K 0.28% 97
2025
Q3 		$576K Sell
2,962
-632
-18% -$119K 0.31% 90
2025
Q2 		$657K Sell
3,594
-543
-13% -$93.7K 0.39% 82
2025
Q1 		$707K Sell
4,137
-608
-13% -$109K 0.44% 71
2024
Q4 		$845K Sell
4,745
-924
-16% -$168K 0.51% 58
2024
Q3 		$1.02M Sell
5,669
-129
-2% -$22.4K 0.59% 51
2024
Q2 		$990K Sell
5,798
-1,625
-22% -$267K 0.61% 47
2024
Q1 		$1.22M Sell
7,423
-1,808
-20% -$282K 0.76% 34
2023
Q4 		$1.36M Sell
9,231
-929
-9% -$129K 0.93% 27
2023
Q3 		$1.34M Buy
10,160
+113
+1% +$15.4K 0.98% 26
2023
Q2 		$1.35M Sell
10,047
-370
-4% -$47.1K 1.01% 24
2023
Q1 		$1.29M Sell
10,417
-10,161
-49% -$1.22M 1.02% 24
2022
Q4 		$2.39M Buy
+20,578
New +$2.33M 1.96% 5

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ViaWealth's QUAL Position: Q1 2026 in Review

ViaWealth reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.5% in Q1 2026, selling an estimated $7.82K and leaving 2,500 shares worth $480K. The position accounts for 0.27% of the portfolio, ranked #104.

ViaWealth first reported a position in QUAL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.39M in Q4 2022. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • ViaWealth held 2,500 shares of iShares MSCI USA Quality Factor ETF worth $480K as of Q1 2026.
  • ViaWealth sold 39 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $7.82K.
  • iShares MSCI USA Quality Factor ETF made up 0.27% of ViaWealth's portfolio in Q1 2026, its #104 holding.
  • ViaWealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • ViaWealth's iShares MSCI USA Quality Factor ETF position peaked at $2.39M in Q4 2022.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.