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QUALQUAL
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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES MSCI USA QUALITY FAC

Dynasty Wealth Management, LLC holds 147,265 shares of QUAL (ISHARES MSCI USA QUALITY FAC), worth $32.3M as of 2026-Q2. The position was decreased (-4.0% shares). QUAL represents 0.2% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$32.3M

Current Shares

147,265

Total Value Change

-$7.8M

Total Shares Change

-78,279

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
147,265
-4.0%
$32.3M0.2%$219.43
0
2026-Q1
Decreased
153,333
-8.7%
$29.4M0.3%$202.29
0
2025-Q4
Decreased
167,910
-71.2%
$33.4M0.3%$200.10
0
2025-Q3
Increased
582,095
+18.3%
$113.2M1.5%$192.77
56
2025-Q2
Decreased
491,900
-7.5%
$89.9M1.5%$180.59
0
2025-Q1
Increased
531,792
+1.5%
$90.9M1.5%$168.31
48
2024-Q4
Increased
523,946
+132.3%
$93.3M1.6%$176.81
76
2024-Q3
Decreased
225,544
-50.4%
$40.1M1.2%$176.39
0

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

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