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Bedel Financial Consulting’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bedel Financial Consulting’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 		$3.93M Buy
17,903
+1
+0% +$210 0.37% 36
2026
Q1 		$3.43M Buy
17,902
+255
+1% +$51.1K 0.39% 38
2025
Q4 		$3.51M Sell
17,647
-1,419
-7% -$279K 0.38% 35
2025
Q3 		$3.71M Sell
19,066
-106
-0.6% -$19.9K 0.47% 31
2025
Q2 		$3.5M Sell
19,172
-371
-2% -$64K 0.48% 28
2025
Q1 		$3.32M Buy
19,543
+6
+0% +$1.07K 0.48% 27
2024
Q4 		$3.6M Buy
19,537
+350
+2% +$63.6K 0.5% 25
2024
Q3 		$3.44M Sell
19,187
-155
-0.8% -$26.9K 0.49% 23
2024
Q2 		$3.3M Sell
19,342
-965
-5% -$158K 0.48% 22
2024
Q1 		$3.34M Sell
20,307
-144
-0.7% -$22.5K 0.52% 21
2023
Q4 		$3.01M Buy
20,451
+65
+0.3% +$9K 0.55% 21
2023
Q3 		$2.69M Sell
20,386
-168
-0.8% -$22.9K 0.54% 22
2023
Q2 		$2.77M Sell
20,554
-67
-0.3% -$8.52K 0.58% 21
2023
Q1 		$2.56M Sell
20,621
-174
-0.8% -$20.9K 0.62% 23
2022
Q4 		$2.37M Sell
20,795
-581
-3% -$65.9K 0.59% 23
2022
Q3 		$2.38M Sell
21,376
-438
-2% -$51.2K 0.63% 20
2022
Q2 		$2.44M Buy
21,814
+85
+0.4% +$10.4K 0.71% 16
2022
Q1 		$2.92M Buy
21,729
+1,751
+9% +$233K 0.92% 11
2021
Q4 		$2.91M Buy
19,978
+3,249
+19% +$459K 0.9% 11
2021
Q3 		$2.2M Buy
16,729
+284
+2% +$39.1K 0.76% 13
2021
Q2 		$2.19M Buy
16,445
+2,393
+17% +$307K 0.76% 13
2021
Q1 		$1.71M Buy
14,052
+379
+3% +$44.8K 0.66% 17
2020
Q4 		$1.59M Buy
13,673
+1,111
+9% +$122K 0.71% 15
2020
Q3 		$1.3M Buy
12,562
+1,964
+19% +$201K 0.65% 20
2020
Q2 		$1.02M Buy
+10,598
New +$973K 0.55% 25

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

Bedel Financial Consulting's QUAL Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.01% in Q2 2026, buying an estimated $210 and bringing the position to 17,903 shares worth $3.93M. The position accounts for 0.37% of the portfolio, ranked #36.

Bedel Financial Consulting first reported a position in QUAL in Q2 2020 and has held it in 25 quarters since. 845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Bedel Financial Consulting held 17,903 shares of iShares MSCI USA Quality Factor ETF worth $3.93M as of Q2 2026.
  • Bedel Financial Consulting bought 1 iShares MSCI USA Quality Factor ETF share in Q2 2026, an estimated $210.
  • iShares MSCI USA Quality Factor ETF made up 0.37% of Bedel Financial Consulting's portfolio in Q2 2026, its #36 holding.
  • Bedel Financial Consulting first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • 845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.