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 Q2	$509K	Buy	2,319 +2	+0.1%	+$419	0.04%	132
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 $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wescott Financial Advisory Group's QUAL Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.09% in Q2 2026, buying an estimated $419 and bringing the position to 2,319 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #132.

Wescott Financial Advisory Group first reported a position in QUAL in Q2 2024 and has held it in 9 quarters since. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Wescott Financial Advisory Group held 2,319 shares of iShares MSCI USA Quality Factor ETF worth $509K as of Q2 2026.
Wescott Financial Advisory Group bought 2 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $419.
iShares MSCI USA Quality Factor ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #132 holding.
Wescott Financial Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.