Wescott Financial Advisory Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Wescott Financial Advisory Group’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	$444K	Buy	2,317 +107	+5%	+$21.4K	0.04%	135
2025 Q4	$439K	Buy	2,210 +591	+37%	+$116K	0.04%	134
2025 Q3	$315K	Buy	1,619 +3	+0.2%	+$563	0.03%	147
2025 Q2	$295K	Buy	1,616 +3	+0.2%	+$518	0.03%	147
2025 Q1	$276K	Sell	1,613 -38	-2%	-$6.8K	0.03%	147
2024 Q4	$294K	Sell	1,651 -34	-2%	-$6.18K	0.03%	145
2024 Q3	$302K	Buy	1,685 +82	+5%	+$14.2K	0.03%	149
2024 Q2	$274K	Buy	+1,603	New	+$263K	0.03%	146

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

Wescott Financial Advisory Group's QUAL Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.8% in Q1 2026, buying an estimated $21.4K and bringing the position to 2,317 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #135.

Wescott Financial Advisory Group first reported a position in QUAL in Q2 2024 and has held it in 8 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Wescott Financial Advisory Group held 2,317 shares of iShares MSCI USA Quality Factor ETF worth $444K as of Q1 2026.
Wescott Financial Advisory Group bought 107 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $21.4K.
iShares MSCI USA Quality Factor ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #135 holding.
Wescott Financial Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.