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VSM Wealth Advisory’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

VSM Wealth Advisory’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 		$122K Sell
558
-79
-12% -$16.6K 0.03% 144
2026
Q1 		$122K Buy
637
+79
+14% +$15.8K 0.04% 139
2025
Q4 		$111K Hold
558
– – 0.03% 135
2025
Q3 		$109K Hold
558
– – 0.03% 128
2025
Q2 		$102K Hold
558
– – 0.03% 136
2025
Q1 		$95.4K Sell
558
-14
-2% -$2.51K 0.03% 132
2024
Q4 		$102K Buy
+572
New +$104K 0.04% 130

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

VSM Wealth Advisory's QUAL Position: Q2 2026 in Review

VSM Wealth Advisory reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 12% in Q2 2026, selling an estimated $16.6K and leaving 558 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #144.

VSM Wealth Advisory first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • VSM Wealth Advisory held 558 shares of iShares MSCI USA Quality Factor ETF worth $122K as of Q2 2026.
  • VSM Wealth Advisory sold 79 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $16.6K.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #144 holding.
  • VSM Wealth Advisory first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.