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Ken Fisher’s QUAL Holdings & Trades

First Buy
Q2 2020
Duration Held
20 Quarters
Largest Add
Q4 2025
+4,048 Shares
Current Position
7,175 Shares
$1.43 M Value

Ken Fisher's QUAL Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 7,175 shares of iShares MSCI USA Quality Factor ETF (QUAL) worth $1.43 M, representing 0.00% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 20 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in QUAL, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 4,048 shares. Largest reduction occurred in Q2 2021, reducing 2,935 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's iShares MSCI USA Quality Factor ETF (QUAL) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares MSCI USA Quality Factor ETF (QUAL) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +4,048 Add 129.45% 7,175 $198.63
Q3 2025 -988 Reduce 24.01% 3,127 $194.55
Q2 2025 -911 Reduce 18.13% 4,115 $182.86
Q1 2025 +3,079 Add 158.14% 5,026 $170.91
Q4 2024 +31 Add 1.62% 1,947 $178.13
Q3 2024 -23 Reduce 1.19% 1,916 $179.34
Q2 2024 -1,334 Reduce 40.76% 1,939 $170.77
Q1 2024 -1,466 Reduce 30.93% 3,273 $164.37
Q4 2023 -339 Reduce 6.68% 4,739 $147.16
Q3 2023 +2,464 Add 94.26% 5,078 $131.81
Q2 2023 -1,251 Reduce 32.37% 2,614 $134.90
Q1 2023 +3,865 New Buy 3,865 $124.08
Q1 2022 -2,319 Sold Out 0 $0.00
Q4 2021 +788 Add 51.47% 2,319 $145.75
Q3 2021 +1,531 New Buy 1,531 $131.94
Q2 2021 -2,935 Sold Out 0 $0.00
Q1 2021 +1,018 Add 53.10% 2,935 $121.98
Q4 2020 -1,634 Reduce 46.02% 1,917 $116.33
Q3 2020 +762 Add 27.32% 3,551 $103.63
Q2 2020 +2,789 New Buy 2,789 $96.09

Ken Fisher's iShares MSCI USA Quality Factor ETF Investment FAQs

Ken Fisher first purchased iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2020, acquiring 2,789 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held iShares MSCI USA Quality Factor ETF (QUAL) for 20 quarters since Q2 2020.

Ken Fisher's largest addition to iShares MSCI USA Quality Factor ETF (QUAL) was in Q4 2025, adding 7,175 shares worth $1.43 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 7,175 shares of iShares MSCI USA Quality Factor ETF (QUAL), valued at approximately $1.43 M.

As of the Q4 2025 filing, iShares MSCI USA Quality Factor ETF (QUAL) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in iShares MSCI USA Quality Factor ETF (QUAL) was 7,175 shares, as reported at the end of Q4 2025.