Atticus Wealth Management
QUAL icon

Atticus Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Atticus Wealth Management’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 		$233K Buy
4,200
+8
+0.2% +$442 0.05% 174
2026
Q2 		$230K Sell
4,192
-1,008
-19% -$52.8K 0.05% 170
2026
Q1 		$249K Sell
5,200
-1,580
-23% -$79.2K 0.07% 162
2025
Q4 		$337K Sell
6,780
-8
-0.1% -$393 0.08% 147
2025
Q3 		$330K Sell
6,788
-136
-2% -$6.38K 0.08% 152
2025
Q2 		$316K Buy
6,924
+440
+7% +$19K 0.09% 126
2025
Q1 		$277K Sell
6,484
-18,224
-74% -$816K 0.09% 101
2024
Q4 		$1.1M Buy
24,708
+1,032
+4% +$46.9K 0.34% 39
2024
Q3 		$1.06M Buy
23,676
+424
+2% +$18.4K 0.34% 38
2024
Q2 		$993K Sell
23,252
-2,124
-8% -$87.2K 0.32% 40
2024
Q1 		$1.04M Buy
25,376
+4,748
+23% +$185K 0.34% 43
2023
Q4 		$759K Buy
20,628
+11,060
+116% +$383K 0.27% 48
2023
Q3 		$315K Sell
9,568
-168
-2% -$5.74K 0.12% 100
2023
Q2 		$328K Buy
9,736
+7,828
+410% +$249K 0.12% 97
2023
Q1 		$59.1K Sell
1,908
-1,256
-40% -$37.7K 0.02% 236
2022
Q4 		$90.2K Sell
3,164
-320
-9% -$9.07K 0.04% 189
2022
Q3 		$97K Hold
3,484
– – 0.05% 164
2022
Q2 		$97K Sell
3,484
-20
-0.6% -$610 0.04% 184
2022
Q1 		$118K Sell
3,504
-14,624
-81% -$485K 0.04% 187
2021
Q4 		$660K Buy
+18,128
New +$641K 0.26% 56

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Empirical Wealth Management
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
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atticus Wealth Management's QUAL Position: Q3 2026 in Review

Atticus Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.19% in Q3 2026, buying an estimated $442 and bringing the position to 4,200 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #174.

Atticus Wealth Management first reported a position in QUAL in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q4 2024. 1,093 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Atticus Wealth Management held 4,200 shares of iShares MSCI USA Quality Factor ETF worth $233K as of Q3 2026.
  • Atticus Wealth Management bought 8 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $442.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Atticus Wealth Management's portfolio in Q3 2026, its #174 holding.
  • Atticus Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 20 quarters since.
  • Atticus Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $1.1M in Q4 2024.
  • 1,093 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.