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 Q2	$1.32M	Hold	6,000	–	–	0.47%	47
2026 Q1	$1.15M	Hold	6,000	–	–	0.47%	55
2025 Q4	$1.19M	Hold	6,000	–	–	0.51%	51
2025 Q3	$1.17M	Hold	6,000	–	–	0.53%	50
2025 Q2	$1.1M	Hold	6,000	–	–	0.54%	48
2025 Q1	$1.03M	Hold	6,000	–	–	0.56%	50
2024 Q4	$1.07M	Buy	+6,000	New	+$1.09M	0.57%	47

Other funds holding QUAL

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YANKCOM Partnership's QUAL Position: Q2 2026 in Review

YANKCOM Partnership held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 6,000 shares worth $1.32M. The position accounts for 0.47% of the portfolio, ranked #47.

YANKCOM Partnership first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,092 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

YANKCOM Partnership held 6,000 shares of iShares MSCI USA Quality Factor ETF worth $1.32M as of Q2 2026.
YANKCOM Partnership left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.47% of YANKCOM Partnership's portfolio in Q2 2026, its #47 holding.
YANKCOM Partnership first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,092 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.