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

Vise Technologies’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	$11.4M	Hold	57,506	–	–	0.22%	79
2025 Q4	$11.4M	Buy	57,506 +18,509	+47%	+$3.64M	0.22%	79
2025 Q3	$7.58M	Buy	38,997 +6,915	+22%	+$1.3M	0.28%	71
2025 Q2	$5.87M	Buy	+32,082	New	+$5.54M	0.24%	84
2024 Q4	$3.55M	Buy	19,956 +17,031	+582%	+$3.09M	0.3%	65
2024 Q3	$525K	Sell	2,925 -18	-0.6%	-$3.12K	0.07%	283
2024 Q2	$503K	Buy	2,943 +1,464	+99%	+$240K	0.09%	223
2024 Q1	$243K	Buy	+1,479	New	+$231K	0.05%	326

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vise Technologies's QUAL Position: Q1 2026 in Review

Vise Technologies held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 57,506 shares worth $11.4M. The position accounts for 0.22% of the portfolio, ranked #79.

Vise Technologies first reported a position in QUAL in Q1 2024 and has held it in 8 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Vise Technologies held 57,506 shares of iShares MSCI USA Quality Factor ETF worth $11.4M as of Q1 2026.
Vise Technologies left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 0.22% of Vise Technologies's portfolio in Q1 2026, its #79 holding.
Vise Technologies first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 8 quarters since.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.