VWA
QUAL icon

Visionary Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Visionary Wealth Advisors’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 		$1.29M Sell
5,858
-173
-3% -$36.3K 0.05% 265
2026
Q1 		$1.16M Sell
6,031
-73
-1% -$14.6K 0.05% 251
2025
Q4 		$1.21M Buy
6,104
+43
+0.7% +$8.45K 0.05% 244
2025
Q3 		$1.18M Buy
6,061
+41
+0.7% +$7.69K 0.06% 255
2025
Q2 		$1.1M Sell
6,020
-340
-5% -$58.7K 0.06% 259
2025
Q1 		$1.09M Buy
6,360
+112
+2% +$20.1K 0.07% 247
2024
Q4 		$1.11M Sell
6,248
-27
-0.4% -$4.9K 0.07% 241
2024
Q3 		$1.13M Buy
6,275
+117
+2% +$20.3K 0.07% 238
2024
Q2 		$1.05M Buy
6,158
+219
+4% +$36K 0.07% 237
2024
Q1 		$976K Buy
5,939
+368
+7% +$57.5K 0.07% 236
2023
Q4 		$820K Buy
5,571
+89
+2% +$12.3K 0.06% 249
2023
Q3 		$722K Sell
5,482
-24
-0.4% -$3.28K 0.06% 249
2023
Q2 		$743K Sell
5,506
-102
-2% -$13K 0.06% 242
2023
Q1 		$696K Sell
5,608
-404
-7% -$48.5K 0.06% 238
2022
Q4 		$685K Sell
6,012
-333
-5% -$37.8K 0.06% 204
2022
Q3 		$660K Sell
6,345
-110
-2% -$12.9K 0.07% 192
2022
Q2 		$721K Buy
6,455
+303
+5% +$37K 0.06% 199
2022
Q1 		$828K Sell
6,152
-89
-1% -$11.8K 0.07% 193
2021
Q4 		$908K Buy
6,241
+263
+4% +$37.2K 0.07% 171
2021
Q3 		$787K Sell
5,978
-3,319
-36% -$456K 0.08% 152
2021
Q2 		$1.24M Sell
9,297
-41,334
-82% -$5.3M 0.12% 135
2021
Q1 		$6.17M Sell
50,631
-1,551
-3% -$183K 0.65% 39
2020
Q4 		$6.06M Sell
52,182
-12,077
-19% -$1.33M 0.68% 39
2020
Q3 		$6.67M Sell
64,259
-225
-0.3% -$23K 0.94% 30
2020
Q2 		$6.18M Buy
64,484
+58,845
+1,044% +$5.4M 0.94% 30
2020
Q1 		$456K Buy
5,639
+1,714
+44% +$164K 0.09% 129
2019
Q4 		$396K Buy
+3,925
New +$378K 0.07% 143

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

Visionary Wealth Advisors's QUAL Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.9% in Q2 2026, selling an estimated $36.3K and leaving 5,858 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #265.

Visionary Wealth Advisors first reported a position in QUAL in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.67M in Q3 2020. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Visionary Wealth Advisors held 5,858 shares of iShares MSCI USA Quality Factor ETF worth $1.29M as of Q2 2026.
  • Visionary Wealth Advisors sold 173 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $36.3K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #265 holding.
  • Visionary Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $6.67M in Q3 2020.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.