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BCU Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

BCU 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 		$474K Sell
2,158
-7,382
-77% -$1.55M 0.16% 38
2026
Q1 		$1.83M Buy
9,540
+340
+4% +$68.1K 0.68% 18
2025
Q4 		$1.83M Sell
9,200
-7,872
-46% -$1.55M 0.7% 18
2025
Q3 		$3.32M Sell
17,072
-1,103
-6% -$207K 1.34% 12
2025
Q2 		$3.32M Buy
18,175
+2,917
+19% +$503K 1.49% 10
2025
Q1 		$2.61M Buy
15,258
+2,370
+18% +$424K 1.36% 11
2024
Q4 		$2.3M Buy
12,888
+404
+3% +$73.4K 1.31% 11
2024
Q3 		$2.24M Buy
12,484
+1,434
+13% +$249K 1.33% 12
2024
Q2 		$1.89M Buy
11,050
+845
+8% +$139K 1.39% 11
2024
Q1 		$1.68M Buy
10,205
+433
+4% +$67.6K 1.42% 10
2023
Q4 		$1.44M Buy
+9,772
New +$1.35M 1.56% 9

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

BCU Wealth Advisors's QUAL Position: Q2 2026 in Review

BCU Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 77% in Q2 2026, selling an estimated $1.55M and leaving 2,158 shares worth $474K. The position accounts for 0.16% of the portfolio, ranked #38.

BCU Wealth Advisors first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.32M in Q2 2025. 347 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • BCU Wealth Advisors held 2,158 shares of iShares MSCI USA Quality Factor ETF worth $474K as of Q2 2026.
  • BCU Wealth Advisors sold 7,382 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.55M.
  • iShares MSCI USA Quality Factor ETF made up 0.16% of BCU Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • BCU Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • BCU Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $3.32M in Q2 2025.
  • 347 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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