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Position history for &PARTNERS&PARTNERS's holdings in ISHARES MSCI USA QUALITY FAC

&PARTNERS holds 653,307 shares of QUAL (ISHARES MSCI USA QUALITY FAC), worth $143.5M as of 2026-Q2. The position was decreased (-1.9% shares). QUAL represents 0.6% of &PARTNERS's portfolio.

Current Value

$143.5M

Current Shares

653,307

Total Value Change

+$129.2M

Total Shares Change

+574,309

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
653,307
-1.9%
$143.5M0.6%$219.43
0
2026-Q1
Increased
665,712
+9.2%
$127.9M0.6%$202.29
46
2025-Q4
Decreased
609,636
-4.1%
$121.1M0.6%$200.10
0
2025-Q3
Increased
635,580
+13.8%
$123.5M0.8%$192.77
48
2025-Q2
Increased
558,578
+475.8%
$102.6M0.8%$180.59
68
2025-Q1
Decreased
97,006
-1.8%
$16.5M0.2%$168.31
0
2024-Q4
Increased
98,800
+25.1%
$17.7M0.2%$176.81
41
2024-Q3
Increased
78,998
+317.8%
$14.3M0.3%$176.39
54

Other major holders of QUAL: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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