Stonebridge Financial Group, LLC/CA’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$307K	Buy	+1,402	New	+$294K	0.04%	220

Other funds holding QUAL

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's QUAL Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 1,402 shares worth $307K. The stake represents 0.04% of the portfolio and ranks #220 among its holdings.

1,447 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 1,402 shares of iShares MSCI USA Quality Factor ETF worth $307K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.04% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #220 holding.
1,447 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.