A4 Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

A4 Wealth Advisors’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 Q2	$844K	Sell	3,845 -13,604	-78%	-$2.85M	0.56%	34
2026 Q1	$3.35M	Buy	17,449 +3,282	+23%	+$658K	2.73%	10
2025 Q4	$2.81M	Sell	14,167 -2,935	-17%	-$577K	2.44%	11
2025 Q3	$3.33M	Buy	+17,102	New	+$3.21M	2.8%	4

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

A4 Wealth Advisors's QUAL Position: Q2 2026 in Review

A4 Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 78% in Q2 2026, selling an estimated $2.85M and leaving 3,845 shares worth $844K. The position accounts for 0.56% of the portfolio, ranked #34.

A4 Wealth Advisors first reported a position in QUAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.35M in Q1 2026. 1,056 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

A4 Wealth Advisors held 3,845 shares of iShares MSCI USA Quality Factor ETF worth $844K as of Q2 2026.
A4 Wealth Advisors sold 13,604 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2.85M.
iShares MSCI USA Quality Factor ETF made up 0.56% of A4 Wealth Advisors's portfolio in Q2 2026, its #34 holding.
A4 Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
A4 Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $3.35M in Q1 2026.
1,056 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.