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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
Q2 		$16.6M Buy
75,806
+4,979
+7% +$1.04M 5.14% 5
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 $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

Wealth Quarterback's QUAL Position: Q2 2026 in Review

Wealth Quarterback increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 7% in Q2 2026, buying an estimated $1.04M and bringing the position to 75,806 shares worth $16.6M. The position accounts for 5.14% of the portfolio, ranked #5.

Wealth Quarterback first reported a position in QUAL in Q4 2019 and has held it in 24 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Wealth Quarterback held 75,806 shares of iShares MSCI USA Quality Factor ETF worth $16.6M as of Q2 2026.
  • Wealth Quarterback bought 4,979 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.04M.
  • iShares MSCI USA Quality Factor ETF made up 5.14% of Wealth Quarterback's portfolio in Q2 2026, its #5 holding.
  • Wealth Quarterback first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 24 quarters since.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.