STACKSTONE WEALTH, LLC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$1M	Buy	+4,515	New	+$999K	0.1%	181

Other funds holding QUAL

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

STACKSTONE WEALTH, LLC's QUAL Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2026: 4,515 shares worth $1M. The stake represents 0.1% of the portfolio and ranks #181 among its holdings.

341 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

STACKSTONE WEALTH, LLC held 4,515 shares of iShares MSCI USA Quality Factor ETF worth $1M as of Q3 2026.
iShares MSCI USA Quality Factor ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares MSCI USA Quality Factor ETF made up 0.1% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #181 holding.
341 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.