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

Baker Tilly 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 		$416K Buy
1,871
+709
+61% +$157K 0.08% 183
2026
Q2 		$255K Hold
1,162
– – 0.05% 243
2026
Q1 		$223K Sell
1,162
-93
-7% -$18.6K 0.05% 259
2025
Q4 		$249K Buy
+1,255
New +$247K 0.06% 243
2024
Q4 		– Sell
-1,186
Closed -$213K – 248
2024
Q3 		$213K Sell
1,186
-1,464
-55% -$254K 0.09% 224
2024
Q2 		$453K Sell
2,650
-10,472
-80% -$1.72M 0.19% 134
2024
Q1 		$2.16M Buy
13,122
+10,324
+369% +$1.61M 0.39% 61
2023
Q4 		$412K Sell
2,798
-1,142
-29% -$158K 0.07% 330
2023
Q3 		$519K Sell
3,940
-14,800
-79% -$2.02M 0.09% 249
2023
Q2 		$2.53M Buy
18,740
+877
+5% +$112K 0.27% 84
2023
Q1 		$2.22M Buy
+17,863
New +$2.14M 0.25% 91

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

Baker Tilly Wealth Management's QUAL Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 61% in Q3 2026, buying an estimated $157K and bringing the position to 1,871 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #183.

Baker Tilly Wealth Management first reported a position in QUAL in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.53M in Q2 2023. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Baker Tilly Wealth Management held 1,871 shares of iShares MSCI USA Quality Factor ETF worth $416K as of Q3 2026.
  • Baker Tilly Wealth Management bought 709 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $157K.
  • iShares MSCI USA Quality Factor ETF made up 0.08% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #183 holding.
  • Baker Tilly Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 11 quarters since.
  • Baker Tilly Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $2.53M in Q2 2023.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.