Y.D. More Investments’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Y.D. More Investments’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	$13.9K	Buy	64 +32	+100%	+$6.71K	﹤0.01%	382
2026 Q1	$5.89K	Hold	32	–	–	﹤0.01%	392
2025 Q4	$6.36K	Hold	32	–	–	﹤0.01%	383
2025 Q3	$6.16K	Sell	32 -32	-50%	-$6K	﹤0.01%	385
2025 Q2	$11.6K	Buy	64 +32	+100%	+$5.52K	﹤0.01%	374
2025 Q1	$5.42K	Hold	32	–	–	﹤0.01%	407
2024 Q4	$5.66K	Hold	32	–	–	﹤0.01%	392
2024 Q3	$5.68K	Hold	32	–	–	﹤0.01%	379
2024 Q2	$5.42K	Hold	32	–	–	﹤0.01%	386
2024 Q1	$5.21K	Hold	32	–	–	﹤0.01%	325
2023 Q4	$4.66K	Buy	+32	New	+$4.43K	﹤0.01%	336
2023 Q1	–	Sell	-400	Closed	-$45.8K	–	413
2022 Q4	$45.8K	Buy	+400	New	+$45.4K	0.01%	256

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

Y.D. More Investments's QUAL Position: Q2 2026 in Review

Y.D. More Investments increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 100% in Q2 2026, buying an estimated $6.71K and bringing the position to 64 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Y.D. More Investments first reported a position in QUAL in Q4 2022 and has held it in 12 quarters since. The position peaked at $45.8K in Q4 2022. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Y.D. More Investments held 64 shares of iShares MSCI USA Quality Factor ETF worth $13.9K as of Q2 2026.
Y.D. More Investments bought 32 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $6.71K.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #382 holding.
Y.D. More Investments first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 12 quarters since.
Y.D. More Investments's iShares MSCI USA Quality Factor ETF position peaked at $45.8K in Q4 2022.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.