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

Atlantic Private 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 Q3	$3.79K	Buy	+68	New	+$3.76K	﹤0.01%	206

Other funds holding QUAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atlantic Private Wealth's QUAL Position: Q3 2026 in Review

Atlantic Private Wealth opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2026: 68 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings.

1,105 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Atlantic Private Wealth held 68 shares of iShares MSCI USA Quality Factor ETF worth $3.79K as of Q3 2026.
iShares MSCI USA Quality Factor ETF was a new Atlantic Private Wealth position in Q3 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q3 2026, its #206 holding.
1,105 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.