World Equity Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

World Equity 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	$267K	Sell	1,213 -2,702	-69%	-$567K	0.06%	324
2026 Q1	$752K	Buy	3,915 +290	+8%	+$58.1K	0.19%	121
2025 Q4	$720K	Sell	3,625 -4,680	-56%	-$920K	0.2%	122
2025 Q3	$1.62M	Buy	8,305 +560	+7%	+$105K	0.37%	57
2025 Q2	$1.42M	Sell	7,745 -1,283	-14%	-$221K	0.39%	56
2025 Q1	$1.55M	Buy	9,028 +2,904	+47%	+$520K	0.44%	51
2024 Q4	$1.09M	Buy	6,124 +2,365	+63%	+$430K	0.23%	95
2024 Q3	$675K	Buy	3,759 +445	+13%	+$77.2K	0.24%	97
2024 Q2	$566K	Buy	3,314 +237	+8%	+$38.9K	0.17%	146
2024 Q1	$506K	Sell	3,077 -2,571	-46%	-$402K	0.1%	186
2023 Q4	$831K	Buy	5,648 +272	+5%	+$37.7K	0.17%	134
2023 Q3	$709K	Sell	5,376 -7,101	-57%	-$970K	0.15%	160
2023 Q2	$1.68M	Sell	12,477 -39,699	-76%	-$5.05M	0.5%	46
2023 Q1	$4.98M	Buy	+52,176	New	+$6.26M	0.74%	23

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

World Equity Group's QUAL Position: Q2 2026 in Review

World Equity Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 69% in Q2 2026, selling an estimated $567K and leaving 1,213 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #324.

World Equity Group first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.98M in Q1 2023. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

World Equity Group held 1,213 shares of iShares MSCI USA Quality Factor ETF worth $267K as of Q2 2026.
World Equity Group sold 2,702 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $567K.
iShares MSCI USA Quality Factor ETF made up 0.06% of World Equity Group's portfolio in Q2 2026, its #324 holding.
World Equity Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
World Equity Group's iShares MSCI USA Quality Factor ETF position peaked at $4.98M in Q1 2023.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.