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

Wilkerson 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 		$6.36K Hold
29
– – ﹤0.01% 475
2026
Q1 		$5.56K Buy
+29
New +$5.81K ﹤0.01% 472

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wilkerson Advisory Group's QUAL Position: Q2 2026 in Review

Wilkerson Advisory Group held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 29 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Wilkerson Advisory Group first reported a position in QUAL in Q1 2026 and has held it in 2 quarters since. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Wilkerson Advisory Group held 29 shares of iShares MSCI USA Quality Factor ETF worth $6.36K as of Q2 2026.
  • Wilkerson Advisory Group left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #475 holding.
  • Wilkerson Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.