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

Winnow Wealth’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
-378
Closed -$73.7K – 643
2025
Q3 		$73.7K Buy
+378
New +$70.9K 0.06% 136
2025
Q2 		– Sell
-378
Closed -$64.5K – 561
2025
Q1 		$64.5K Hold
378
– – 0.06% 129
2024
Q4 		$67.2K Buy
+378
New +$68.7K 0.07% 121

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 $374B AUM 17.66% 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

Winnow Wealth's QUAL Position: Q4 2025 in Review

Winnow Wealth sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 378 shares — an estimated $73.7K sold.

Winnow Wealth first reported a position in QUAL in Q4 2024 and held it in 3 quarters. The position peaked at $73.7K in Q3 2025. 1,625 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • Winnow Wealth reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Winnow Wealth sold 378 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $73.7K.
  • Winnow Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and held it in 3 quarters.
  • Winnow Wealth's iShares MSCI USA Quality Factor ETF position peaked at $73.7K in Q3 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.