AP
QUAL icon

Atwood & Palmer’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Atwood & Palmer’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 		$3.11K Hold
14
– – ﹤0.01% 436
2026
Q2 		$3.07K Hold
14
– – ﹤0.01% 424
2026
Q1 		$2.69K Hold
14
– – ﹤0.01% 430
2025
Q4 		$2.78K Buy
+14
New +$2.75K ﹤0.01% 435

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

Atwood & Palmer's QUAL Position: Q3 2026 in Review

Atwood & Palmer held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q3 2026 at 14 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Atwood & Palmer first reported a position in QUAL in Q4 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Atwood & Palmer held 14 shares of iShares MSCI USA Quality Factor ETF worth $3.11K as of Q3 2026.
  • Atwood & Palmer left its iShares MSCI USA Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #436 holding.
  • Atwood & Palmer first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.