Armis Advisers’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Armis Advisers’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	$6.88M	Buy	31,467 +543	+2%	+$114K	0.63%	30
2026 Q1	$6.52M	Sell	30,924 -845	-3%	-$169K	0.63%	29
2025 Q4	$6.1M	Sell	31,769 -9,165	-22%	-$1.8M	0.69%	28
2025 Q3	$8.01M	Buy	40,934 +2,185	+6%	+$410K	0.73%	33
2025 Q2	$7.12M	Buy	38,749 +5,879	+18%	+$1.01M	0.56%	39
2025 Q1	$5.59M	Buy	32,870 +14,714	+81%	+$2.63M	0.52%	46
2024 Q4	$3.23M	Buy	+18,156	New	+$3.3M	0.4%	62

Other funds holding QUAL

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armis Advisers's QUAL Position: Q2 2026 in Review

Armis Advisers increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.8% in Q2 2026, buying an estimated $114K and bringing the position to 31,467 shares worth $6.88M. The position accounts for 0.63% of the portfolio, ranked #30.

Armis Advisers first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.01M in Q3 2025. 306 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Armis Advisers held 31,467 shares of iShares MSCI USA Quality Factor ETF worth $6.88M as of Q2 2026.
Armis Advisers bought 543 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $114K.
iShares MSCI USA Quality Factor ETF made up 0.63% of Armis Advisers's portfolio in Q2 2026, its #30 holding.
Armis Advisers first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's iShares MSCI USA Quality Factor ETF position peaked at $8.01M in Q3 2025.
306 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.