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

Amplius 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	$937K	Buy	4,270 +1	+0%	+$210	0.07%	78
2026 Q1	$819K	Buy	4,269 +1	+0%	+$200	0.07%	81
2025 Q4	$848K	Buy	4,268 +1	+0%	+$196	0.07%	77
2025 Q3	$830K	Sell	4,267 -5,435	-56%	-$1.02M	0.07%	77
2025 Q2	$1.77M	Buy	9,702 +35	+0.4%	+$6.04K	0.17%	61
2025 Q1	$1.65M	Sell	9,667 -49	-0.5%	-$8.77K	0.17%	60
2024 Q4	$1.73M	Buy	9,716 +86	+0.9%	+$15.6K	0.18%	55
2024 Q3	$1.73M	Sell	9,630 -136	-1%	-$23.6K	0.19%	56
2024 Q2	$1.67M	Sell	9,766 -4,452	-31%	-$731K	0.19%	57
2024 Q1	$2.34M	Sell	14,218 -1,802	-11%	-$282K	0.26%	48
2023 Q4	$2.36M	Sell	16,020 -91	-0.6%	-$12.6K	0.28%	48
2023 Q3	$2.12M	Sell	16,111 -773	-5%	-$106K	0.28%	49
2023 Q2	$2.28M	Sell	16,884 -1,653	-9%	-$210K	0.31%	50
2023 Q1	$2.3M	Sell	18,537 -567	-3%	-$68.1K	0.33%	47
2022 Q4	$2.18M	Sell	19,104 -2,485	-12%	-$282K	0.35%	48
2022 Q3	$2.24M	Sell	21,589 -1,705	-7%	-$199K	0.4%	40
2022 Q2	$2.6M	Sell	23,294 -23,766	-51%	-$2.9M	0.42%	41
2022 Q1	$6.33M	Buy	47,060 +11,512	+32%	+$1.53M	0.97%	25
2021 Q4	$5.17M	Buy	+35,548	New	+$5.02M	0.71%	31

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

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

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

Amplius Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.02% in Q2 2026, buying an estimated $210 and bringing the position to 4,270 shares worth $937K. The position accounts for 0.07% of the portfolio, ranked #78.

Amplius Wealth Advisors first reported a position in QUAL in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.33M in Q1 2022. 531 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Amplius Wealth Advisors held 4,270 shares of iShares MSCI USA Quality Factor ETF worth $937K as of Q2 2026.
Amplius Wealth Advisors bought 1 iShares MSCI USA Quality Factor ETF share in Q2 2026, an estimated $210.
iShares MSCI USA Quality Factor ETF made up 0.07% of Amplius Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Amplius Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $6.33M in Q1 2022.
531 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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