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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yukon Wealth Management's QUAL Position: Q1 2026 in Review

Yukon Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4% in Q1 2026, selling an estimated $108K and leaving 12,987 shares worth $2.49M. The position accounts for 1.49% of the portfolio, ranked #19.

Yukon Wealth Management first reported a position in QUAL in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.73M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Yukon Wealth Management held 12,987 shares of iShares MSCI USA Quality Factor ETF worth $2.49M as of Q1 2026.
  • Yukon Wealth Management sold 538 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $108K.
  • iShares MSCI USA Quality Factor ETF made up 1.49% of Yukon Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Yukon Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Yukon Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $2.73M in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.