YANKCOM Partnership’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

YANKCOM Partnership’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 Q3	$1.36M	Buy	24,564 +564	+2%	+$31.2K	0.47%	45
2026 Q2	$1.32M	Hold	24,000	–	–	0.47%	47
2026 Q1	$1.15M	Hold	24,000	–	–	0.47%	55
2025 Q4	$1.19M	Hold	24,000	–	–	0.51%	51
2025 Q3	$1.17M	Hold	24,000	–	–	0.53%	50
2025 Q2	$1.1M	Hold	24,000	–	–	0.54%	48
2025 Q1	$1.03M	Hold	24,000	–	–	0.56%	50
2024 Q4	$1.07M	Buy	+24,000	New	+$1.09M	0.57%	47

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

YANKCOM Partnership's QUAL Position: Q3 2026 in Review

YANKCOM Partnership increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.4% in Q3 2026, buying an estimated $31.2K and bringing the position to 24,564 shares worth $1.36M. The position accounts for 0.47% of the portfolio, ranked #45.

YANKCOM Partnership first reported a position in QUAL in Q4 2024 and has held it in 8 quarters since. 1,175 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

YANKCOM Partnership held 24,564 shares of iShares MSCI USA Quality Factor ETF worth $1.36M as of Q3 2026.
YANKCOM Partnership bought 564 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $31.2K.
iShares MSCI USA Quality Factor ETF made up 0.47% of YANKCOM Partnership's portfolio in Q3 2026, its #45 holding.
YANKCOM Partnership first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 8 quarters since.
1,175 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.