Wealthspire Advisors (New York)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Wealthspire Advisors (New York)’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	$16M	Sell	83,308 -3,856	-4%	-$773K	0.13%	85
2025 Q4	$17.3M	Buy	87,164 +435	+0.5%	+$85.5K	0.14%	82
2025 Q3	$16.9M	Sell	86,729 -1,051	-1%	-$197K	0.09%	91
2025 Q2	$16M	Sell	87,780 -64,617	-42%	-$11.2M	0.09%	88
2025 Q1	$26M	Buy	152,397 +61,150	+67%	+$10.9M	0.16%	69
2024 Q4	$16.2M	Sell	91,247 -10,495	-10%	-$1.91M	0.16%	69
2024 Q3	$18.2M	Buy	101,742 +100,076	+6,007%	+$17.4M	0.19%	66
2024 Q2	$284K	Buy	1,666 +29	+2%	+$4.76K	﹤0.01%	553
2024 Q1	$269K	Buy	+1,637	New	+$256K	﹤0.01%	536

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s QUAL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.4% in Q1 2026, selling an estimated $773K and leaving 83,308 shares worth $16M. The position accounts for 0.13% of the portfolio, ranked #85.

Wealthspire Advisors (New York) first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $26M in Q1 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Wealthspire Advisors (New York) held 83,308 shares of iShares MSCI USA Quality Factor ETF worth $16M as of Q1 2026.
Wealthspire Advisors (New York) sold 3,856 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $773K.
iShares MSCI USA Quality Factor ETF made up 0.13% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #85 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI USA Quality Factor ETF position peaked at $26M in Q1 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.