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BOLTON SECURITIES CORPORATION’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$1.39M Buy
+28,900
New +$1.45M 0.07% 310
2025
Q3 		$4.2M Buy
+86,456
New +$4.06M 0.2% 130
2025
Q1 		$284K Buy
+6,652
New +$298K 0.02% 610

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's QUAL Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026: 28,900 shares worth $1.39M. The stake represents 0.07% of the portfolio and ranks #310 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in QUAL as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in QUAL in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.2M in Q3 2025. 1,662 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 28,900 shares of iShares MSCI USA Quality Factor ETF worth $1.39M as of Q1 2026.
  • iShares MSCI USA Quality Factor ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #310 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares MSCI USA Quality Factor ETF position peaked at $4.2M in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.