AWM
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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
Q2 		$230K Sell
1,048
-252
-19% -$52.8K 0.05% 170
2026
Q1 		$249K Sell
1,300
-395
-23% -$79.2K 0.07% 162
2025
Q4 		$337K Sell
1,695
-2
-0.1% -$393 0.08% 147
2025
Q3 		$330K Sell
1,697
-34
-2% -$6.38K 0.08% 152
2025
Q2 		$316K Buy
1,731
+110
+7% +$19K 0.09% 126
2025
Q1 		$277K Sell
1,621
-4,556
-74% -$816K 0.09% 101
2024
Q4 		$1.1M Buy
6,177
+258
+4% +$46.9K 0.34% 39
2024
Q3 		$1.06M Buy
5,919
+106
+2% +$18.4K 0.34% 38
2024
Q2 		$993K Sell
5,813
-531
-8% -$87.2K 0.32% 40
2024
Q1 		$1.04M Buy
6,344
+1,187
+23% +$185K 0.34% 43
2023
Q4 		$759K Buy
5,157
+2,765
+116% +$383K 0.27% 48
2023
Q3 		$315K Sell
2,392
-42
-2% -$5.74K 0.12% 100
2023
Q2 		$328K Buy
2,434
+1,957
+410% +$249K 0.12% 97
2023
Q1 		$59.1K Sell
477
-314
-40% -$37.7K 0.02% 236
2022
Q4 		$90.2K Sell
791
-80
-9% -$9.07K 0.04% 189
2022
Q3 		$97K Hold
871
– – 0.05% 164
2022
Q2 		$97K Sell
871
-5
-0.6% -$610 0.04% 184
2022
Q1 		$118K Sell
876
-3,656
-81% -$485K 0.04% 187
2021
Q4 		$660K Buy
+4,532
New +$640K 0.26% 56

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UA
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

Atticus Wealth Management's QUAL Position: Q2 2026 in Review

Atticus Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 19% in Q2 2026, selling an estimated $52.8K and leaving 1,048 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #170.

Atticus Wealth Management first reported a position in QUAL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2024. 691 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Atticus Wealth Management held 1,048 shares of iShares MSCI USA Quality Factor ETF worth $230K as of Q2 2026.
  • Atticus Wealth Management sold 252 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $52.8K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Atticus Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Atticus Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Atticus Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $1.1M in Q4 2024.
  • 691 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.