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BOS Asset Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

BOS Asset 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
Q3 		$10.9M Buy
48,940
+2,521
+5% +$558K 2.54% 8
2026
Q2 		$10.2M Buy
46,419
+1,302
+3% +$273K 2.36% 9
2026
Q1 		$8.65M Buy
45,117
+2,042
+5% +$409K 2.21% 8
2025
Q4 		$8.56M Buy
43,075
+1,281
+3% +$252K 2.29% 7
2025
Q3 		$8.13M Buy
41,794
+1,274
+3% +$239K 2.29% 8
2025
Q2 		$7.41M Buy
40,520
+2,376
+6% +$410K 2.36% 8
2025
Q1 		$6.52M Buy
38,144
+1,228
+3% +$220K 2.24% 9
2024
Q4 		$6.57M Buy
36,916
+1,031
+3% +$187K 2.35% 8
2024
Q3 		$6.43M Buy
35,885
+2,831
+9% +$491K 2.37% 8
2024
Q2 		$5.64M Buy
33,054
+5,014
+18% +$823K 2.6% 10
2024
Q1 		$4.61M Buy
28,040
+23,718
+549% +$3.71M 2.42% 11
2023
Q4 		$636K Buy
4,322
+1,523
+54% +$211K 0.44% 54
2023
Q3 		$369K Buy
+2,799
New +$382K 0.27% 82

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BOS Asset Management's QUAL Position: Q3 2026 in Review

BOS Asset Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.4% in Q3 2026, buying an estimated $558K and bringing the position to 48,940 shares worth $10.9M. The position accounts for 2.54% of the portfolio, ranked #8.

BOS Asset Management first reported a position in QUAL in Q3 2023 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • BOS Asset Management held 48,940 shares of iShares MSCI USA Quality Factor ETF worth $10.9M as of Q3 2026.
  • BOS Asset Management bought 2,521 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $558K.
  • iShares MSCI USA Quality Factor ETF made up 2.54% of BOS Asset Management's portfolio in Q3 2026, its #8 holding.
  • BOS Asset Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 13 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.