VisionPoint Advisory Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

VisionPoint Advisory Group’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	$509K	Buy	2,320 +483	+26%	+$101K	0.08%	256
2026 Q1	$352K	Buy	+1,837	New	+$368K	0.07%	286
2024 Q3	–	Sell	-74	Closed	-$12.6K	–	650
2024 Q2	$12.6K	Buy	+74	New	+$12.2K	﹤0.01%	472
2023 Q4	–	Sell	-192	Closed	-$25.3K	–	856
2023 Q3	$25.3K	Buy	+192	New	+$26.2K	0.01%	337

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VisionPoint Advisory Group's QUAL Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 26% in Q2 2026, buying an estimated $101K and bringing the position to 2,320 shares worth $509K. The position accounts for 0.08% of the portfolio, ranked #256.

VisionPoint Advisory Group first reported a position in QUAL in Q3 2023 and has held it in 4 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

VisionPoint Advisory Group held 2,320 shares of iShares MSCI USA Quality Factor ETF worth $509K as of Q2 2026.
VisionPoint Advisory Group bought 483 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $101K.
iShares MSCI USA Quality Factor ETF made up 0.08% of VisionPoint Advisory Group's portfolio in Q2 2026, its #256 holding.
VisionPoint Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 4 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.