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

Alta 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 		$3.42M Buy
15,586
+535
+4% +$112K 0.93% 25
2026
Q1 		$2.89M Buy
15,051
+2,649
+21% +$531K 0.94% 22
2025
Q4 		$2.46M Buy
12,402
+2,292
+23% +$450K 0.82% 26
2025
Q3 		$1.97M Buy
10,110
+23
+0.2% +$4.32K 0.7% 30
2025
Q2 		$1.84M Sell
10,087
-289
-3% -$49.9K 0.87% 24
2025
Q1 		$1.77M Buy
10,376
+53
+0.5% +$9.49K 0.81% 28
2024
Q4 		$1.84M Buy
10,323
+847
+9% +$154K 0.8% 29
2024
Q3 		$1.7M Buy
9,476
+29
+0.3% +$5.03K 0.78% 28
2024
Q2 		$1.61M Sell
9,447
-142
-1% -$23.3K 0.8% 28
2024
Q1 		$1.58M Sell
9,589
-106
-1% -$16.6K 0.8% 29
2023
Q4 		$1.43M Sell
9,695
-2,375
-20% -$329K 0.8% 33
2023
Q3 		$1.59M Sell
12,070
-2
-0% -$273 0.97% 30
2023
Q2 		$1.63M Buy
12,072
+7
+0.1% +$890 0.96% 28
2023
Q1 		$1.5M Buy
12,065
+6
+0% +$720 0.94% 28
2022
Q4 		$1.37M Buy
12,059
+250
+2% +$28.4K 0.93% 25
2022
Q3 		$1.23M Sell
11,809
-270
-2% -$31.6K 0.88% 28
2022
Q2 		$1.35M Buy
12,079
+304
+3% +$37.1K 0.93% 28
2022
Q1 		$1.58M Buy
11,775
+4,709
+67% +$625K 0.94% 27
2021
Q4 		$1.03M Buy
7,066
+93
+1% +$13.1K 0.63% 48
2021
Q3 		$919K Buy
6,973
+1,422
+26% +$196K 0.67% 49
2021
Q2 		$738K Buy
5,551
+31
+0.6% +$3.97K 0.54% 67
2021
Q1 		$672K Buy
5,520
+1,108
+25% +$131K 0.56% 68
2020
Q4 		$513K Buy
+4,412
New +$486K 0.43% 82

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Alta Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.6% in Q2 2026, buying an estimated $112K and bringing the position to 15,586 shares worth $3.42M. The position accounts for 0.93% of the portfolio, ranked #25.

Alta Wealth Advisors first reported a position in QUAL in Q4 2020 and has held it in 23 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Alta Wealth Advisors held 15,586 shares of iShares MSCI USA Quality Factor ETF worth $3.42M as of Q2 2026.
  • Alta Wealth Advisors bought 535 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $112K.
  • iShares MSCI USA Quality Factor ETF made up 0.93% of Alta Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Alta Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.