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

Winthrop 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	$305K	Buy	+1,388	New	+$291K	0.02%	169
2020 Q4	–	Sell	-4,860	Closed	-$508K	–	138
2020 Q3	$508K	Buy	+4,860	New	+$498K	0.16%	55

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

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

Winthrop Advisory Group opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 1,388 shares worth $305K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: Winthrop Advisory Group previously reported a position in QUAL as recently as Q3 2020.

Winthrop Advisory Group first reported a position in QUAL in Q3 2020 and has held it in 2 quarters since. The position peaked at $508K in Q3 2020. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Winthrop Advisory Group held 1,388 shares of iShares MSCI USA Quality Factor ETF worth $305K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Winthrop Advisory Group position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #169 holding.
Winthrop Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2020 and has held it in 2 quarters since.
Winthrop Advisory Group's iShares MSCI USA Quality Factor ETF position peaked at $508K in Q3 2020.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.