Westside Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Westside Investment Management’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	$324K	Sell	1,476 -620	-30%	-$130K	0.04%	249
2026 Q1	$404K	Hold	2,096	–	–	0.06%	217
2025 Q4	$417K	Sell	2,096 -23	-1%	-$4.52K	0.07%	193
2025 Q3	$414K	Hold	2,119	–	–	0.07%	199
2025 Q2	$388K	Buy	2,119 +1,620	+325%	+$280K	0.07%	189
2025 Q1	$85.3K	Buy	499 +23	+5%	+$4.12K	0.02%	328
2024 Q4	$84.8K	Hold	476	–	–	0.02%	327
2024 Q3	$85.3K	Hold	476	–	–	0.02%	330
2024 Q2	$81.3K	Hold	476	–	–	0.02%	326
2024 Q1	$78.2K	Hold	476	–	–	0.02%	324
2023 Q4	$70K	Hold	476	–	–	0.02%	317
2023 Q3	$62.7K	Buy	476 +200	+72%	+$27.3K	0.02%	316
2023 Q2	$37.2K	Hold	276	–	–	0.01%	393
2023 Q1	$34.2K	Hold	276	–	–	0.01%	407
2022 Q4	$31	Hold	276	–	–	﹤0.01%	471
2022 Q3	$28	Hold	276	–	–	﹤0.01%	472
2022 Q2	$30	Hold	276	–	–	﹤0.01%	462
2022 Q1	$37	Hold	276	–	–	﹤0.01%	448
2021 Q4	$40	Hold	276	–	–	﹤0.01%	420
2021 Q3	$36	Hold	276	–	–	﹤0.01%	422
2021 Q2	$36	Hold	276	–	–	﹤0.01%	409
2021 Q1	$33	Buy	276 +76	+38%	+$8.98K	﹤0.01%	406
2020 Q4	$23	Hold	200	–	–	﹤0.01%	411
2020 Q3	$20	Hold	200	–	–	﹤0.01%	427
2020 Q2	$19	Sell	200 -100	-33%	-$9.18K	﹤0.01%	409
2020 Q1	$24	Buy	+300	New	+$28.6K	﹤0.01%	381
2019 Q2	$27K	Buy	+300	New	+$27K	0.01%	359
2018 Q4	$15.4K	Buy	+200	New	+$16.6K	0.01%	404

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

Westside Investment Management's QUAL Position: Q2 2026 in Review

Westside Investment Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 30% in Q2 2026, selling an estimated $130K and leaving 1,476 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #249.

Westside Investment Management first reported a position in QUAL in Q4 2018 and has held it in 28 quarters since. The position peaked at $417K in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Westside Investment Management held 1,476 shares of iShares MSCI USA Quality Factor ETF worth $324K as of Q2 2026.
Westside Investment Management sold 620 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $130K.
iShares MSCI USA Quality Factor ETF made up 0.04% of Westside Investment Management's portfolio in Q2 2026, its #249 holding.
Westside Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and has held it in 28 quarters since.
Westside Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $417K in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.