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

Vision Retirement’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 		$1.48M Buy
6,766
+306
+5% +$64.2K 0.36% 50
2026
Q1 		$1.24M Sell
6,460
-2,644
-29% -$530K 0.35% 53
2025
Q4 		$1.81M Buy
+9,104
New +$1.79M 0.48% 40

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Vision Retirement's QUAL Position: Q2 2026 in Review

Vision Retirement increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.7% in Q2 2026, buying an estimated $64.2K and bringing the position to 6,766 shares worth $1.48M. The position accounts for 0.36% of the portfolio, ranked #50.

Vision Retirement first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.81M in Q4 2025. 1,581 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Vision Retirement held 6,766 shares of iShares MSCI USA Quality Factor ETF worth $1.48M as of Q2 2026.
  • Vision Retirement bought 306 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $64.2K.
  • iShares MSCI USA Quality Factor ETF made up 0.36% of Vision Retirement's portfolio in Q2 2026, its #50 holding.
  • Vision Retirement first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares MSCI USA Quality Factor ETF position peaked at $1.81M in Q4 2025.
  • 1,581 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.