QUAL — ISHARES MSCI USA QUALITY FAC

Ownership history in Quantbot Technologies LP  ·  2 quarters on record

This page tracks every 13F SEC filing in which Quantbot Technologies LP reported a position in ISHARES MSCI USA QUALITY FAC (QUAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.01%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,892 +1,899 +191.2% 0.02% $562K $193.90
2022 Q3 INITIATED 993 — — 0.01% $103K $100.07
% of Fund (quarterly)    QUAL price (monthly, adj. close)

Other funds also holding QUAL

As of 2025 Q4 — sorted by position size

Valence8 US LP 3Y 21.37% BITTERROOT CAPITAL ADVISORS LLC 18.95% Baron Wealth Management LLC 17.42% LIFE LINE WEALTH MANAGEMENT LLC 14.08% LANDAAS & CO /WI /ADV 3Y 7Y 13.62% SACHEM HILL LLC 13.41% Orgel Wealth Management, LLC 3Y 7Y 13.37% SNS Financial Group, LLC 3Y 7Y 12.98% Boulder Wealth Advisors, LLC 12.33% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 11.79%
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