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

Baron 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 		$61.8M Buy
281,840
+1,098
+0.4% +$230K 16.04% 1
2026
Q1 		$53.8M Sell
280,742
-3,847
-1% -$771K 16.1% 1
2025
Q4 		$56.5M Buy
284,589
+550
+0.2% +$108K 17.42% 1
2025
Q3 		$55.2M Sell
284,039
-4,346
-2% -$815K 18.28% 1
2025
Q2 		$52.7M Sell
288,385
-5,759
-2% -$994K 18.68% 1
2025
Q1 		$50.3M Sell
294,144
-9,393
-3% -$1.68M 22.09% 1
2024
Q4 		$54.1M Sell
303,537
-439
-0.1% -$79.7K 25.44% 1
2024
Q3 		$54.5M Sell
303,976
-4,855
-2% -$842K 26.23% 1
2024
Q2 		$52.7M Buy
308,831
+4,676
+2% +$768K 27.33% 1
2024
Q1 		$50M Sell
304,155
-2,675
-0.9% -$418K 26.54% 1
2023
Q4 		$45.1M Buy
306,830
+3,502
+1% +$485K 24.73% 1
2023
Q3 		$40M Buy
303,328
+10,913
+4% +$1.49M 25.52% 1
2023
Q2 		$39.4M Buy
292,415
+20,329
+7% +$2.59M 25.04% 1
2023
Q1 		$33.8M Buy
272,086
+58,067
+27% +$6.97M 23.9% 1
2022
Q4 		$24.4M Buy
+214,019
New +$24.3M 18.7% 1

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
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
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

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

Baron Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.39% in Q2 2026, buying an estimated $230K and bringing the position to 281,840 shares worth $61.8M. The position accounts for 16.04% of the portfolio, ranked #1.

Baron Wealth Management first reported a position in QUAL in Q4 2022 and has held it in 15 quarters since. 306 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Baron Wealth Management held 281,840 shares of iShares MSCI USA Quality Factor ETF worth $61.8M as of Q2 2026.
  • Baron Wealth Management bought 1,098 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $230K.
  • iShares MSCI USA Quality Factor ETF made up 16.04% of Baron Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Baron Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 306 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.