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

Wealth Quarterback’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
Q1 		$13.6M Buy
70,827
+437
+0.6% +$87.6K 5.35% 3
2025
Q4 		$14M Buy
70,390
+1,718
+3% +$338K 5.03% 4
2025
Q3 		$13.4M Buy
68,672
+2,136
+3% +$401K 5.17% 4
2025
Q2 		$12.2M Sell
66,536
-15,814
-19% -$2.73M 5.77% 3
2025
Q1 		$14.1M Buy
82,350
+3,651
+5% +$654K 7.92% 2
2024
Q4 		$14M Buy
78,699
+15,136
+24% +$2.75M 6.58% 3
2024
Q3 		$11.4M Sell
63,563
-11,084
-15% -$1.92M 5.93% 2
2024
Q2 		$12.7M Buy
74,647
+10,670
+17% +$1.75M 7.23% 2
2024
Q1 		$10.5M Buy
63,977
+19,217
+43% +$3M 5.87% 2
2023
Q4 		$6.59M Buy
44,760
+4,064
+10% +$563K 4.02% 6
2023
Q3 		$5.36M Buy
40,696
+34,634
+571% +$4.73M 4.64% 6
2023
Q2 		$818K Sell
6,062
-1,026
-14% -$131K 0.57% 35
2023
Q1 		$879K Sell
7,088
-2,959
-29% -$355K 0.75% 29
2022
Q4 		$1.15M Sell
10,047
-1,296
-11% -$147K 0.95% 22
2022
Q3 		$1.18M Sell
11,343
-928
-8% -$109K 1.25% 17
2022
Q2 		$1.37M Buy
+12,271
New +$1.5M 1.07% 19
2021
Q3 		$3.18M Sell
24,119
-1,533
-6% -$211K 2.11% 10
2021
Q2 		$3.41M Buy
+25,652
New +$3.29M 2.07% 10
2020
Q4 		$8.4M Buy
72,302
+30,710
+74% +$3.38M 6.99% 2
2020
Q3 		$3.99M Hold
41,592
– – 3.66% 5
2020
Q2 		$3.99M Buy
41,592
+41,559
+125,936% +$3.81M 3.66% 5
2020
Q1 		$225K Hold
33
– – 0.21% 94
2019
Q4 		$3.33K Buy
+33
New +$3.18K ﹤0.01% 693

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Quarterback's QUAL Position: Q1 2026 in Review

Wealth Quarterback increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.62% in Q1 2026, buying an estimated $87.6K and bringing the position to 70,827 shares worth $13.6M. The position accounts for 5.35% of the portfolio, ranked #3.

Wealth Quarterback first reported a position in QUAL in Q4 2019 and has held it in 23 quarters since. The position peaked at $14.1M in Q1 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Wealth Quarterback held 70,827 shares of iShares MSCI USA Quality Factor ETF worth $13.6M as of Q1 2026.
  • Wealth Quarterback bought 437 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $87.6K.
  • iShares MSCI USA Quality Factor ETF made up 5.35% of Wealth Quarterback's portfolio in Q1 2026, its #3 holding.
  • Wealth Quarterback first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's iShares MSCI USA Quality Factor ETF position peaked at $14.1M in Q1 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.