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WPG Advisers’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

WPG Advisers’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 		$57.1K Buy
260
+250
+2,500% +$52.4K 0.03% 280
2026
Q1 		$1.92K Hold
10
– – ﹤0.01% 1094
2025
Q4 		$1.99K Hold
10
– – ﹤0.01% 1131
2025
Q3 		$1.95K Hold
10
– – ﹤0.01% 1146
2025
Q2 		$1.83K Hold
10
– – ﹤0.01% 1139
2025
Q1 		$1.71K Hold
10
– – ﹤0.01% 1153
2024
Q4 		$1.78K Buy
+10
New +$1.82K ﹤0.01% 1103

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

WPG Advisers's QUAL Position: Q2 2026 in Review

WPG Advisers increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2,500% in Q2 2026, buying an estimated $52.4K and bringing the position to 260 shares worth $57.1K. The position accounts for 0.03% of the portfolio, ranked #280.

WPG Advisers first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • WPG Advisers held 260 shares of iShares MSCI USA Quality Factor ETF worth $57.1K as of Q2 2026.
  • WPG Advisers bought 250 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $52.4K.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of WPG Advisers's portfolio in Q2 2026, its #280 holding.
  • WPG Advisers first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.