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

WCG 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	–	Sell	-32,153	Closed	-$6.17M	–	581
2026 Q1	$6.17M	Sell	32,153 -19,773	-38%	-$3.96M	0.17%	131
2025 Q4	$10.3M	Sell	51,926 -14,267	-22%	-$2.8M	0.29%	85
2025 Q3	$12.9M	Sell	66,193 -2,265	-3%	-$425K	0.81%	36
2025 Q2	$12.5M	Buy	68,458 +3,411	+5%	+$589K	0.81%	33
2025 Q1	$11.1M	Sell	65,047 -3,942	-6%	-$706K	0.85%	32
2024 Q4	$12.3M	Buy	68,989 +2,994	+5%	+$544K	0.81%	32
2024 Q3	$11.8M	Buy	65,995 +11,789	+22%	+$2.04M	0.8%	36
2024 Q2	$9.26M	Sell	54,206 -2,230	-4%	-$366K	0.69%	43
2024 Q1	$9.28M	Buy	56,436 +17,440	+45%	+$2.72M	0.78%	38
2023 Q4	$5.74M	Sell	38,996 -16,905	-30%	-$2.34M	0.42%	65
2023 Q3	$7.38M	Buy	55,901 +3,164	+6%	+$432K	0.54%	52
2023 Q2	$7.11M	Buy	+52,737	New	+$6.71M	0.83%	35

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 22.9% 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

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

WCG Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 32,153 shares — an estimated $6.17M sold.

WCG Wealth Advisors first reported a position in QUAL in Q2 2023 and held it in 12 quarters. The position peaked at $12.9M in Q3 2025. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

WCG Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
WCG Wealth Advisors sold 32,153 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $6.17M.
WCG Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and held it in 12 quarters.
WCG Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $12.9M in Q3 2025.
1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.