Wealthfront Advisers
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Wealthfront Advisers’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Wealthfront Advisers’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 		$1.05M Sell
4,804
-1,289
-21% -$270K ﹤0.01% 718
2026
Q1 		$1.17M Buy
6,093
+65
+1% +$13K ﹤0.01% 693
2025
Q4 		$1.2M Buy
6,028
+1,995
+49% +$392K ﹤0.01% 682
2025
Q3 		$784K Sell
4,033
-141
-3% -$26.5K ﹤0.01% 740
2025
Q2 		$763K Buy
4,174
+414
+11% +$71.4K ﹤0.01% 735
2025
Q1 		$643K Sell
3,760
-146
-4% -$26.1K ﹤0.01% 745
2024
Q4 		$696K Buy
3,906
+330
+9% +$59.9K ﹤0.01% 730
2024
Q3 		$641K Buy
3,576
+727
+26% +$126K ﹤0.01% 728
2024
Q2 		$486K Buy
2,849
+652
+30% +$107K ﹤0.01% 744
2024
Q1 		$361K Sell
2,197
-245
-10% -$38.3K ﹤0.01% 777
2023
Q4 		$359K Buy
2,442
+138
+6% +$19.1K ﹤0.01% 766
2023
Q3 		$304K Buy
+2,304
New +$315K ﹤0.01% 761
2023
Q2 		– Sell
-1,648
Closed -$204K – 838
2023
Q1 		$204K Buy
+1,648
New +$198K ﹤0.01% 796

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

Wealthfront Advisers's QUAL Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 21% in Q2 2026, selling an estimated $270K and leaving 4,804 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Wealthfront Advisers first reported a position in QUAL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q4 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Wealthfront Advisers held 4,804 shares of iShares MSCI USA Quality Factor ETF worth $1.05M as of Q2 2026.
  • Wealthfront Advisers sold 1,289 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $270K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #718 holding.
  • Wealthfront Advisers first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
  • Wealthfront Advisers's iShares MSCI USA Quality Factor ETF position peaked at $1.2M in Q4 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.