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B. Riley Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

B. Riley Wealth Advisors’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 		$2.1M Sell
9,663
-7,979
-45% -$1.67M 0.11% 175
2026
Q1 		$3.29M Sell
17,642
-442
-2% -$88.6K 0.21% 115
2025
Q4 		$3.59M Sell
18,084
-5,141
-22% -$1.01M 0.17% 137
2025
Q3 		$4.52M Sell
23,225
-5,257
-18% -$986K 0.21% 97
2025
Q2 		$5.21M Buy
+28,482
New +$4.92M 0.24% 87
2024
Q4 		$11.3M Sell
63,359
-58,288
-48% -$10.6M 0.37% 53
2024
Q3 		$21.7M Sell
121,647
-5,206
-4% -$903K 0.6% 21
2024
Q2 		$21.7M Sell
126,853
-6,864
-5% -$1.13M 0.55% 25
2024
Q1 		$17.7M Buy
133,717
+31,788
+31% +$4.97M 0.48% 39
2023
Q4 		$15M Sell
101,929
-31,788
-24% -$4.4M 0.4% 41
2023
Q3 		$17.7M Sell
133,717
-9,694
-7% -$1.32M 0.48% 39
2023
Q2 		$19.3M Buy
143,411
+6,162
+4% +$784K 0.43% 48
2023
Q1 		$17M Buy
137,249
+115,747
+538% +$13.9M 0.45% 41
2022
Q4 		$2.45M Buy
21,502
+665
+3% +$75.4K 0.07% 293
2022
Q3 		$2.17M Buy
20,837
+1,302
+7% +$152K 0.07% 289
2022
Q2 		$2.18M Buy
19,535
+554
+3% +$67.6K 0.09% 221
2022
Q1 		$2.56M Sell
18,981
-18,264
-49% -$2.43M 0.08% 246
2021
Q4 		$5.42M Sell
37,245
-318
-0.8% -$44.9K 0.16% 141
2021
Q3 		$4.95M Buy
37,563
+2,289
+6% +$315K 0.16% 139
2021
Q2 		$4.69M Sell
35,274
-2,990
-8% -$383K 0.15% 159
2021
Q1 		$4.66M Buy
38,264
+5,344
+16% +$631K 0.16% 144
2020
Q4 		$3.83M Sell
32,920
-633
-2% -$69.7K 0.2% 113
2020
Q3 		$3.48M Sell
33,553
-57
-0.2% -$5.84K 0.19% 129
2020
Q2 		$3.22M Sell
33,610
-44,616
-57% -$4.1M 0.22% 114
2020
Q1 		$6.34M Sell
78,226
-13,403
-15% -$1.28M 0.54% 39
2019
Q4 		$9.26M Buy
91,629
+53,492
+140% +$5.15M 0.79% 18
2019
Q3 		$3.52M Buy
38,137
+949
+3% +$87.3K 0.35% 60
2019
Q2 		$3.4M Sell
37,188
-307
-0.8% -$27.6K 0.37% 56
2019
Q1 		$3.32M Buy
37,495
+1,031
+3% +$86.7K 0.41% 54
2018
Q4 		$2.8M Sell
36,464
-4,311
-11% -$358K 0.4% 54
2018
Q3 		$3.69M Buy
40,775
+105
+0.3% +$9.22K 0.44% 54
2018
Q2 		$3.4M Buy
40,670
+1,013
+3% +$84.8K 0.45% 53
2018
Q1 		$3.28M Sell
39,657
-17,793
-31% -$1.51M 0.46% 49
2017
Q4 		$4.76M Buy
57,450
+9,458
+20% +$762K 0.64% 28
2017
Q3 		$3.7M Buy
47,992
+23,900
+99% +$1.8M 0.62% 37
2017
Q2 		$1.79M Buy
24,092
+12,730
+112% +$939K 0.33% 86
2017
Q1 		$829K Buy
11,362
+564
+5% +$40.5K 0.17% 153
2016
Q4 		$747K Buy
10,798
+1,486
+16% +$101K 0.15% 160
2016
Q3 		$629K Buy
9,312
+1,075
+13% +$72.7K 0.12% 205
2016
Q2 		$544K Buy
8,237
+2,506
+44% +$165K 0.11% 231
2016
Q1 		$376K Buy
5,731
+2,487
+77% +$155K 0.09% 292
2015
Q4 		$210K Buy
+3,244
New +$210K 0.04% 474

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

B. Riley Wealth Advisors's QUAL Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 45% in Q2 2026, selling an estimated $1.67M and leaving 9,663 shares worth $2.1M. The position accounts for 0.11% of the portfolio, ranked #175.

B. Riley Wealth Advisors first reported a position in QUAL in Q4 2015 and has held it in 42 quarters since. The position peaked at $21.7M in Q3 2024. 347 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • B. Riley Wealth Advisors held 9,663 shares of iShares MSCI USA Quality Factor ETF worth $2.1M as of Q2 2026.
  • B. Riley Wealth Advisors sold 7,979 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.67M.
  • iShares MSCI USA Quality Factor ETF made up 0.11% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2015 and has held it in 42 quarters since.
  • B. Riley Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $21.7M in Q3 2024.
  • 347 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.