Yukon Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Yukon Wealth Management’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	$2.38M	Sell	10,829 -2,158	-17%	-$453K	0.68%	35
2026 Q1	$2.49M	Sell	12,987 -538	-4%	-$108K	1.49%	19
2025 Q4	$2.73M	Buy	13,525 +782	+6%	+$154K	1.57%	20
2025 Q3	$2.48M	Sell	12,743 -193	-1%	-$36.2K	0.81%	31
2025 Q2	$2.36M	Buy	12,936 +952	+8%	+$164K	0.85%	32
2025 Q1	$2.05M	Buy	+11,984	New	+$2.15M	0.85%	29

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

Yukon Wealth Management's QUAL Position: Q2 2026 in Review

Yukon Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 17% in Q2 2026, selling an estimated $453K and leaving 10,829 shares worth $2.38M. The position accounts for 0.68% of the portfolio, ranked #35.

Yukon Wealth Management first reported a position in QUAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.73M in Q4 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Yukon Wealth Management held 10,829 shares of iShares MSCI USA Quality Factor ETF worth $2.38M as of Q2 2026.
Yukon Wealth Management sold 2,158 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $453K.
iShares MSCI USA Quality Factor ETF made up 0.68% of Yukon Wealth Management's portfolio in Q2 2026, its #35 holding.
Yukon Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
Yukon Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $2.73M in Q4 2025.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.