Baldwin Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Baldwin Wealth Partners’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	$229K	Hold	1,045	–	–	0.02%	214
2026 Q1	$200K	Hold	1,045	–	–	0.01%	219
2025 Q4	$208K	Hold	1,045	–	–	0.01%	237
2025 Q3	$203K	Buy	+1,045	New	+$196K	0.01%	229
2024 Q4	–	Sell	-1,045	Closed	-$187K	–	823
2024 Q3	$187K	Hold	1,045	–	–	0.01%	338
2024 Q2	$178K	Hold	1,045	–	–	0.01%	214
2024 Q1	$172K	Sell	1,045 -347	-25%	-$54.2K	0.01%	226
2023 Q4	$205K	Hold	1,392	–	–	0.02%	209
2023 Q3	$183K	Hold	1,392	–	–	0.02%	228
2023 Q2	$188K	Sell	1,392 -536	-28%	-$68.2K	0.02%	243
2023 Q1	$239K	Buy	1,928 +397	+26%	+$47.7K	0.02%	222
2022 Q4	$174K	Hold	1,531	–	–	0.02%	247
2022 Q3	$159K	Hold	1,531	–	–	0.02%	192
2022 Q2	$171K	Sell	1,531 -82	-5%	-$10K	0.02%	200
2022 Q1	$217K	Hold	1,613	–	–	0.02%	199
2021 Q4	$235K	Hold	1,613	–	–	0.02%	193
2021 Q3	$212K	Hold	1,613	–	–	0.02%	192
2021 Q2	$214K	Buy	1,613 +82	+5%	+$10.5K	0.02%	196
2021 Q1	$186K	Buy	1,531 +347	+29%	+$41K	0.02%	190
2020 Q4	$138K	Hold	1,184	–	–	0.02%	218
2020 Q3	$123K	Hold	1,184	–	–	0.02%	209
2020 Q2	$114K	Hold	1,184	–	–	0.02%	206
2020 Q1	$96K	Sell	1,184 -137	-10%	-$13.1K	0.02%	203
2019 Q4	$133K	Hold	1,321	–	–	0.02%	209
2019 Q3	$122K	Hold	1,321	–	–	0.02%	211
2019 Q2	$121K	Hold	1,321	–	–	0.02%	230
2019 Q1	$117K	Hold	1,321	–	–	0.02%	231
2018 Q4	$101K	Hold	1,321	–	–	0.02%	230
2018 Q3	$119K	Buy	1,321 +57	+5%	+$5.01K	0.02%	236
2018 Q2	$105K	Hold	1,264	–	–	0.02%	247
2018 Q1	$105K	Hold	1,264	–	–	0.02%	236
2017 Q4	$105K	Buy	1,264 +1,000	+379%	+$80.6K	0.02%	242
2017 Q3	$20K	Buy	264 +59	+29%	+$4.45K	﹤0.01%	368
2017 Q2	$15K	Hold	205	–	–	﹤0.01%	401
2017 Q1	$15K	Hold	205	–	–	﹤0.01%	393
2016 Q4	$14K	Buy	205 +40	+24%	+$2.71K	﹤0.01%	404
2016 Q3	$11K	Buy	+165	New	+$11.2K	﹤0.01%	445

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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Baldwin Wealth Partners's QUAL Position: Q2 2026 in Review

Baldwin Wealth Partners held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,045 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #214.

Baldwin Wealth Partners first reported a position in QUAL in Q3 2016 and has held it in 37 quarters since. The position peaked at $239K in Q1 2023. 819 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Baldwin Wealth Partners held 1,045 shares of iShares MSCI USA Quality Factor ETF worth $229K as of Q2 2026.
Baldwin Wealth Partners left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #214 holding.
Baldwin Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2016 and has held it in 37 quarters since.
Baldwin Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $239K in Q1 2023.
819 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.