Boston Trust Walden’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Boston Trust Walden’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	$797K	Sell	3,632 -1	-0%	-$210	0.01%	306
2026 Q1	$697K	Sell	3,633 -115	-3%	-$23.1K	0.01%	311
2025 Q4	$744K	Sell	3,748 -254	-6%	-$49.9K	0.01%	298
2025 Q3	$778K	Buy	4,002 +537	+15%	+$101K	0.01%	297
2025 Q2	$633K	Hold	3,465	–	–	﹤0.01%	311
2025 Q1	$592K	Sell	3,465 -125	-3%	-$22.4K	﹤0.01%	306
2024 Q4	$639K	Hold	3,590	–	–	﹤0.01%	304
2024 Q3	$644K	Hold	3,590	–	–	﹤0.01%	307
2024 Q2	$613K	Hold	3,590	–	–	﹤0.01%	308
2024 Q1	$590K	Sell	3,590 -250	-7%	-$39.1K	﹤0.01%	311
2023 Q4	$565K	Hold	3,840	–	–	﹤0.01%	308
2023 Q3	$506K	Hold	3,840	–	–	﹤0.01%	309
2023 Q2	$518K	Hold	3,840	–	–	﹤0.01%	310
2023 Q1	$476K	Sell	3,840 -687	-15%	-$82.5K	﹤0.01%	315
2022 Q4	$516K	Hold	4,527	–	–	﹤0.01%	309
2022 Q3	$471K	Hold	4,527	–	–	﹤0.01%	305
2022 Q2	$506K	Hold	4,527	–	–	﹤0.01%	305
2022 Q1	$609K	Hold	4,527	–	–	0.01%	304
2021 Q4	$659K	Hold	4,527	–	–	0.01%	310
2021 Q3	$596K	Hold	4,527	–	–	0.01%	310
2021 Q2	$602K	Hold	4,527	–	–	0.01%	316
2021 Q1	$551K	Hold	4,527	–	–	0.01%	315
2020 Q4	$526K	Hold	4,527	–	–	0.01%	315
2020 Q3	$470K	Hold	4,527	–	–	0.01%	315
2020 Q2	$434K	Hold	4,527	–	–	0.01%	320
2020 Q1	$367K	Sell	4,527 -200	-4%	-$19.1K	0.01%	318
2019 Q4	$477K	Hold	4,727	–	–	0.01%	326
2019 Q3	$437K	Hold	4,727	–	–	0.01%	333
2019 Q2	$432K	Hold	4,727	–	–	0.01%	336
2019 Q1	$419K	Hold	4,727	–	–	0.01%	340
2018 Q4	$363K	Hold	4,727	–	–	0.01%	340
2018 Q3	$427K	Hold	4,727	–	–	0.01%	341
2018 Q2	$394K	Hold	4,727	–	–	0.01%	344
2018 Q1	$391K	Hold	4,727	–	–	0.01%	348
2017 Q4	$392K	Hold	4,727	–	–	0.01%	348
2017 Q3	$365K	Hold	4,727	–	–	0.01%	347
2017 Q2	$352K	Hold	4,727	–	–	0.01%	348
2017 Q1	$344K	Hold	4,727	–	–	0.01%	334
2016 Q4	$327K	Buy	+4,727	New	+$321K	0.01%	334

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 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 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

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

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

Boston Trust Walden's QUAL Position: Q2 2026 in Review

Boston Trust Walden reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.03% in Q2 2026, selling an estimated $210 and leaving 3,632 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #306.

Boston Trust Walden first reported a position in QUAL in Q4 2016 and has held it in 39 quarters since. 795 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Boston Trust Walden held 3,632 shares of iShares MSCI USA Quality Factor ETF worth $797K as of Q2 2026.
Boston Trust Walden sold 1 iShares MSCI USA Quality Factor ETF share in Q2 2026, an estimated $210.
iShares MSCI USA Quality Factor ETF made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #306 holding.
Boston Trust Walden first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2016 and has held it in 39 quarters since.
795 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.