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Wealth Enhancement Trust Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Wealth Enhancement Trust Services’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 		$61K Buy
278
+8
+3% +$1.68K 0.01% 455
2026
Q1 		$51.8K Sell
270
-3
-1% -$601 0.01% 445
2025
Q4 		$54.2K Buy
+273
New +$53.6K 0.01% 424

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Trust Services's QUAL Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3% in Q2 2026, buying an estimated $1.68K and bringing the position to 278 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #455.

Wealth Enhancement Trust Services first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. 1,408 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Wealth Enhancement Trust Services held 278 shares of iShares MSCI USA Quality Factor ETF worth $61K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 8 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.68K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #455 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,408 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.