BFIM
QUAL icon

Beese Fulmer Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Beese Fulmer Investment 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 		$470K Sell
2,143
-45
-2% -$9.44K 0.03% 224
2026
Q1 		$420K Buy
2,188
+1
+0% +$200 0.03% 238
2025
Q4 		$434K Buy
2,187
+4
+0.2% +$786 0.03% 214
2025
Q3 		$425K Buy
2,183
+4
+0.2% +$750 0.03% 208
2025
Q2 		$398K Buy
2,179
+62
+3% +$10.7K 0.03% 204
2025
Q1 		$362K Buy
2,117
+317
+18% +$56.8K 0.03% 183
2024
Q4 		$321K Hold
1,800
– – 0.03% 187
2024
Q3 		$323K Hold
1,800
– – 0.03% 187
2024
Q2 		$307K Hold
1,800
– – 0.03% 186
2024
Q1 		$296K Buy
+1,800
New +$281K 0.03% 187

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

Beese Fulmer Investment Management's QUAL Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.1% in Q2 2026, selling an estimated $9.44K and leaving 2,143 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #224.

Beese Fulmer Investment Management first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. 762 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Beese Fulmer Investment Management held 2,143 shares of iShares MSCI USA Quality Factor ETF worth $470K as of Q2 2026.
  • Beese Fulmer Investment Management sold 45 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $9.44K.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #224 holding.
  • Beese Fulmer Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 762 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.