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Advanced Asset Management Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Advanced Asset Management 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 		$204K Buy
+930
New +$195K 0.05% 59
2025
Q1 		– Sell
-1,169
Closed -$208K – 89
2024
Q4 		$208K Sell
1,169
-64
-5% -$11.6K 0.05% 70
2024
Q3 		$211K Hold
1,233
– – 0.06% 69
2024
Q2 		$211K Sell
1,233
-120
-9% -$19.7K 0.06% 70
2024
Q1 		$222K Sell
1,353
-44
-3% -$6.87K 0.06% 72
2023
Q4 		$206K Buy
+1,397
New +$193K 0.05% 75
2023
Q1 		– Sell
-1,383
Closed -$158K – 209
2022
Q4 		$158K Buy
+1,383
New +$157K 0.04% 74
2021
Q1 		– Sell
-1,763
Closed -$205K – 100
2020
Q4 		$205K Buy
+1,763
New +$194K 0.05% 79
2018
Q2 		– Sell
-2,508
Closed -$207K – 135
2018
Q1 		$207K Buy
+2,508
New +$213K 0.07% 122

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Advanced Asset Management Advisors's QUAL Position: Q2 2026 in Review

Advanced Asset Management Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 930 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #59 among its holdings. This is a return to the name: Advanced Asset Management Advisors previously reported a position in QUAL as recently as Q4 2024.

Advanced Asset Management Advisors first reported a position in QUAL in Q1 2018 and has held it in 9 quarters since. The position peaked at $222K in Q1 2024. 519 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Advanced Asset Management Advisors held 930 shares of iShares MSCI USA Quality Factor ETF worth $204K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Advanced Asset Management Advisors position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #59 holding.
  • Advanced Asset Management Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2018 and has held it in 9 quarters since.
  • Advanced Asset Management Advisors's iShares MSCI USA Quality Factor ETF position peaked at $222K in Q1 2024.
  • 519 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.