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Atlas Brown’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Atlas Brown’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 		$498K Sell
2,243
-23
-1% -$5.09K 0.13% 149
2026
Q2 		$497K Sell
2,266
-366
-14% -$76.8K 0.13% 149
2026
Q1 		$505K Sell
2,632
-234
-8% -$46.9K 0.15% 133
2025
Q4 		$569K Sell
2,866
-23
-0.8% -$4.52K 0.17% 124
2025
Q3 		$562K Buy
2,889
+57
+2% +$10.7K 0.17% 120
2025
Q2 		$518K Sell
2,832
-85
-3% -$14.7K 0.17% 121
2025
Q1 		$499K Buy
2,917
+247
+9% +$44.2K 0.17% 125
2024
Q4 		$476K Buy
2,670
+8
+0.3% +$1.45K 0.16% 125
2024
Q3 		$477K Buy
2,662
+469
+21% +$81.3K 0.17% 126
2024
Q2 		$374K Buy
2,193
+122
+6% +$20K 0.13% 143
2024
Q1 		$340K Buy
2,071
+264
+15% +$41.2K 0.12% 151
2023
Q4 		$266K Buy
+1,807
New +$250K 0.11% 160

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Atlas Brown's QUAL Position: Q3 2026 in Review

Atlas Brown reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1% in Q3 2026, selling an estimated $5.09K and leaving 2,243 shares worth $498K. The position accounts for 0.13% of the portfolio, ranked #149.

Atlas Brown first reported a position in QUAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $569K in Q4 2025. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Atlas Brown held 2,243 shares of iShares MSCI USA Quality Factor ETF worth $498K as of Q3 2026.
  • Atlas Brown sold 23 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $5.09K.
  • iShares MSCI USA Quality Factor ETF made up 0.13% of Atlas Brown's portfolio in Q3 2026, its #149 holding.
  • Atlas Brown first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • Atlas Brown's iShares MSCI USA Quality Factor ETF position peaked at $569K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.