West Wealth Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

West Wealth 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	$9.44M	Buy	43,011 +3,367	+8%	+$706K	1.54%	16
2026 Q1	$7.6M	Buy	39,644 +7,579	+24%	+$1.52M	1.5%	17
2025 Q4	$6.37M	Buy	32,065 +1,827	+6%	+$359K	1.32%	16
2025 Q3	$5.86M	Buy	30,238 +942	+3%	+$177K	1.32%	16
2025 Q2	$5.43M	Buy	29,296 +1,669	+6%	+$288K	1.35%	16
2025 Q1	$4.73M	Sell	27,627 -806	-3%	-$144K	1.4%	17
2024 Q4	$5.06M	Buy	28,433 +502	+2%	+$91.2K	1.51%	13
2024 Q3	$5.01M	Sell	27,931 -1,487	-5%	-$258K	1.62%	13
2024 Q2	$5.02M	Sell	29,418 -3,313	-10%	-$544K	1.78%	14
2024 Q1	$5.38M	Sell	32,731 -106,297	-76%	-$16.6M	1.99%	13
2023 Q4	$20.5M	Sell	139,028 -2,772	-2%	-$384K	8.07%	2
2023 Q3	$18.7M	Sell	141,800 -70,864	-33%	-$9.68M	8.16%	3
2023 Q2	$28.7M	Buy	212,664 +5,923	+3%	+$753K	12.13%	2
2023 Q1	$25.6M	Buy	+206,741	New	+$24.8M	11.87%	2

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

West Wealth Group's QUAL Position: Q2 2026 in Review

West Wealth Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 8.5% in Q2 2026, buying an estimated $706K and bringing the position to 43,011 shares worth $9.44M. The position accounts for 1.54% of the portfolio, ranked #16.

West Wealth Group first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.7M in Q2 2023. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

West Wealth Group held 43,011 shares of iShares MSCI USA Quality Factor ETF worth $9.44M as of Q2 2026.
West Wealth Group bought 3,367 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $706K.
iShares MSCI USA Quality Factor ETF made up 1.54% of West Wealth Group's portfolio in Q2 2026, its #16 holding.
West Wealth Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
West Wealth Group's iShares MSCI USA Quality Factor ETF position peaked at $28.7M in Q2 2023.
1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.