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

Altus Wealth Group’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 		$994K Buy
4,531
+5
+0.1% +$1.05K 0.36% 50
2026
Q1 		$868K Sell
4,526
-108
-2% -$21.6K 0.36% 58
2025
Q4 		$920K Sell
4,634
-401
-8% -$78.8K 0.37% 50
2025
Q3 		$979K Sell
5,035
-5
-0.1% -$938 0.4% 48
2025
Q2 		$921K Buy
5,040
+151
+3% +$26.1K 0.41% 50
2025
Q1 		$836K Sell
4,889
-12
-0.2% -$2.15K 0.39% 51
2024
Q4 		$873K Sell
4,901
-112
-2% -$20.3K 0.39% 55
2024
Q3 		$899K Sell
5,013
-280
-5% -$48.6K 0.38% 58
2024
Q2 		$904K Buy
5,293
+388
+8% +$63.7K 0.45% 52
2024
Q1 		$806K Buy
+4,905
New +$766K 0.4% 59

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

Altus Wealth Group's QUAL Position: Q2 2026 in Review

Altus Wealth Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.11% in Q2 2026, buying an estimated $1.05K and bringing the position to 4,531 shares worth $994K. The position accounts for 0.36% of the portfolio, ranked #50.

Altus Wealth Group first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. 751 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Altus Wealth Group held 4,531 shares of iShares MSCI USA Quality Factor ETF worth $994K as of Q2 2026.
  • Altus Wealth Group bought 5 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.05K.
  • iShares MSCI USA Quality Factor ETF made up 0.36% of Altus Wealth Group's portfolio in Q2 2026, its #50 holding.
  • Altus Wealth Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 751 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.