Able Wealth Management
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Able Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Able Wealth Management’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 		$236K Buy
1,044
+88
+9% +$19.5K 0.05% 141
2026
Q2 		$210K Sell
956
-218
-19% -$45.7K 0.05% 151
2026
Q1 		$225K Buy
1,174
+124
+12% +$24.9K 0.06% 115
2025
Q4 		$209K Sell
1,050
-7
-0.7% -$1.38K 0.07% 111
2025
Q3 		$206K Sell
1,057
-40
-4% -$7.5K 0.08% 104
2025
Q2 		$201K Buy
+1,097
New +$189K 0.1% 106
2025
Q1 		– Sell
-1,368
Closed -$244K – 106
2024
Q4 		$244K Sell
1,368
-41
-3% -$7.45K 0.16% 84
2024
Q3 		$253K Sell
1,409
-185
-12% -$32.1K 0.19% 82
2024
Q2 		$272K Buy
1,594
+50
+3% +$8.21K 0.22% 69
2024
Q1 		$254K Buy
1,544
+131
+9% +$20.5K 0.22% 72
2023
Q4 		$208K Buy
+1,413
New +$196K 0.19% 74

Other funds holding QUAL

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Able Wealth Management's QUAL Position: Q3 2026 in Review

Able Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.2% in Q3 2026, buying an estimated $19.5K and bringing the position to 1,044 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #141.

Able Wealth Management first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $272K in Q2 2024. 572 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Able Wealth Management held 1,044 shares of iShares MSCI USA Quality Factor ETF worth $236K as of Q3 2026.
  • Able Wealth Management bought 88 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $19.5K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #141 holding.
  • Able Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Able Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $272K in Q2 2024.
  • 572 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.