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Western Financial Corp’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Western Financial Corp’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
2025
Q4 		– Sell
-1,629
Closed -$317K – 126
2025
Q3 		$317K Sell
1,629
-167
-9% -$31.3K 0.14% 101
2025
Q2 		$328K Buy
1,796
+33
+2% +$5.7K 0.18% 103
2025
Q1 		$301K Sell
1,763
-6
-0.3% -$1.07K 0.18% 106
2024
Q4 		$315K Sell
1,769
-48
-3% -$8.72K 0.17% 116
2024
Q3 		$326K Sell
1,817
-47
-3% -$8.15K 0.18% 104
2024
Q2 		$318K Sell
1,864
-188
-9% -$30.9K 0.19% 97
2024
Q1 		$337K Sell
2,052
-632
-24% -$98.7K 0.21% 96
2023
Q4 		$395K Sell
2,684
-115
-4% -$15.9K 0.26% 90
2023
Q3 		$369K Sell
2,799
-1,207
-30% -$165K 0.27% 91
2023
Q2 		$540K Sell
4,006
-59
-1% -$7.5K 0.37% 82
2023
Q1 		$504K Buy
+4,065
New +$488K 0.36% 85

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Western Financial Corp's QUAL Position: Q4 2025 in Review

Western Financial Corp sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 1,629 shares — an estimated $317K sold.

Western Financial Corp first reported a position in QUAL in Q1 2023 and held it in 11 quarters. The position peaked at $540K in Q2 2023. 1,626 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • Western Financial Corp reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Western Financial Corp sold 1,629 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $317K.
  • Western Financial Corp first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and held it in 11 quarters.
  • Western Financial Corp's iShares MSCI USA Quality Factor ETF position peaked at $540K in Q2 2023.
  • 1,626 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Western Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.