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

Alteri Wealth’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 		$2.3M Sell
10,500
-112
-1% -$23.5K 0.64% 28
2026
Q1 		$2.04M Buy
10,612
+147
+1% +$29.5K 0.66% 24
2025
Q4 		$2.08M Buy
10,465
+428
+4% +$84.1K 0.67% 22
2025
Q3 		$1.95M Buy
10,037
+11
+0.1% +$2.06K 0.67% 22
2025
Q2 		$1.83M Buy
10,026
+83
+0.8% +$14.3K 0.71% 21
2025
Q1 		$1.7M Buy
9,943
+604
+6% +$108K 0.75% 24
2024
Q4 		$1.66M Buy
+9,339
New +$1.7M 0.46% 27

Other funds holding QUAL

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
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
Commonwealth Equity Services
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Alteri Wealth's QUAL Position: Q2 2026 in Review

Alteri Wealth reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.1% in Q2 2026, selling an estimated $23.5K and leaving 10,500 shares worth $2.3M. The position accounts for 0.64% of the portfolio, ranked #28.

Alteri Wealth first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Alteri Wealth held 10,500 shares of iShares MSCI USA Quality Factor ETF worth $2.3M as of Q2 2026.
  • Alteri Wealth sold 112 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $23.5K.
  • iShares MSCI USA Quality Factor ETF made up 0.64% of Alteri Wealth's portfolio in Q2 2026, its #28 holding.
  • Alteri Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 751 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.