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

BAM 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 		$395K Sell
1,798
-973
-35% -$204K 0.25% 116
2026
Q1 		$532K Buy
2,771
+78
+3% +$15.6K 0.4% 70
2025
Q4 		$535K Sell
2,693
-868
-24% -$171K 0.39% 69
2025
Q3 		$693K Buy
+3,561
New +$668K 0.54% 52

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
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

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

BAM Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 35% in Q2 2026, selling an estimated $204K and leaving 1,798 shares worth $395K. The position accounts for 0.25% of the portfolio, ranked #116.

BAM Wealth Management first reported a position in QUAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $693K in Q3 2025. 1,055 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • BAM Wealth Management held 1,798 shares of iShares MSCI USA Quality Factor ETF worth $395K as of Q2 2026.
  • BAM Wealth Management sold 973 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $204K.
  • iShares MSCI USA Quality Factor ETF made up 0.25% of BAM Wealth Management's portfolio in Q2 2026, its #116 holding.
  • BAM Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $693K in Q3 2025.
  • 1,055 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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