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WealthShield Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

WealthShield Partners’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 		$1.95M Sell
8,869
-26,628
-75% -$5.58M 0.3% 95
2026
Q1 		$6.81M Sell
35,497
-159
-0.4% -$31.9K 0.76% 31
2025
Q4 		$7.08M Sell
35,656
-25,240
-41% -$4.96M 0.78% 30
2025
Q3 		$11.8M Sell
60,896
-11,584
-16% -$2.17M 1.34% 15
2025
Q2 		$13.3M Buy
72,480
+4,556
+7% +$786K 1.6% 12
2025
Q1 		$11.6M Buy
67,924
+10,808
+19% +$1.93M 1.49% 12
2024
Q4 		$10.2M Sell
57,116
-750
-1% -$136K 1.44% 11
2024
Q3 		$10.4M Buy
57,866
+1,437
+3% +$249K 1.41% 13
2024
Q2 		$9.64M Buy
56,429
+744
+1% +$122K 1.47% 11
2024
Q1 		$9.15M Sell
55,685
-2,390
-4% -$373K 1.48% 10
2023
Q4 		$8.55M Buy
58,075
+1,503
+3% +$208K 1.41% 12
2023
Q3 		$7.48M Sell
56,572
-25,914
-31% -$3.54M 1.13% 18
2023
Q2 		$11.1M Buy
82,486
+10,300
+14% +$1.31M 1.68% 11
2023
Q1 		$8.96M Buy
72,186
+64,692
+863% +$7.77M 1.44% 14
2022
Q4 		$854K Buy
7,494
+4,993
+200% +$566K 0.16% 149
2022
Q3 		$260K Sell
2,501
-6,799
-73% -$795K 0.05% 259
2022
Q2 		$1.04M Sell
9,300
-2,720
-23% -$332K 0.21% 120
2022
Q1 		$1.62M Buy
12,020
+3,897
+48% +$517K 0.26% 91
2021
Q4 		$1.18M Sell
8,123
-216
-3% -$30.5K 0.2% 112
2021
Q3 		$1.1M Sell
8,339
-983
-11% -$135K 0.29% 74
2021
Q2 		$1.24M Buy
9,322
+627
+7% +$80.4K 0.19% 88
2021
Q1 		$1.06M Sell
8,695
-6,083
-41% -$719K 0.19% 97
2020
Q4 		$1.72M Buy
14,778
+2,212
+18% +$244K 0.32% 72
2020
Q3 		$1.3M Buy
12,566
+5,032
+67% +$515K 0.46% 59
2020
Q2 		$723K Sell
7,534
-24,128
-76% -$2.21M 0.33% 69
2020
Q1 		$2.57M Buy
31,662
+6,164
+24% +$588K 1.57% 17
2019
Q4 		$2.58M Buy
25,498
+23,822
+1,421% +$2.29M 1.26% 17
2019
Q3 		$155K Buy
1,676
+1,585
+1,742% +$146K 0.08% 173
2019
Q2 		$8K Sell
91
-1,184
-93% -$107K ﹤0.01% 208
2019
Q1 		$113K Sell
1,275
-19
-1% -$1.6K 0.06% 168
2018
Q4 		$99K Buy
+1,294
New +$107K 0.07% 145

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

WealthShield Partners's QUAL Position: Q2 2026 in Review

WealthShield Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 75% in Q2 2026, selling an estimated $5.58M and leaving 8,869 shares worth $1.95M. The position accounts for 0.3% of the portfolio, ranked #95.

WealthShield Partners first reported a position in QUAL in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.3M in Q2 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • WealthShield Partners held 8,869 shares of iShares MSCI USA Quality Factor ETF worth $1.95M as of Q2 2026.
  • WealthShield Partners sold 26,628 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $5.58M.
  • iShares MSCI USA Quality Factor ETF made up 0.3% of WealthShield Partners's portfolio in Q2 2026, its #95 holding.
  • WealthShield Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • WealthShield Partners's iShares MSCI USA Quality Factor ETF position peaked at $13.3M in Q2 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.