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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
Q2 		$20.1M Buy
91,638
+34,132
+59% +$7.16M 0.23% 80
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
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

Vise Technologies's QUAL Position: Q2 2026 in Review

Vise Technologies increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 59% in Q2 2026, buying an estimated $7.16M and bringing the position to 91,638 shares worth $20.1M. The position accounts for 0.23% of the portfolio, ranked #80.

Vise Technologies first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Vise Technologies held 91,638 shares of iShares MSCI USA Quality Factor ETF worth $20.1M as of Q2 2026.
  • Vise Technologies bought 34,132 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $7.16M.
  • iShares MSCI USA Quality Factor ETF made up 0.23% of Vise Technologies's portfolio in Q2 2026, its #80 holding.
  • Vise Technologies first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.