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Box Hill Private Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Box Hill Private Wealth’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 		$568K Buy
2,555
+20
+0.8% +$4.42K 0.41% 39
2026
Q2 		$556K Buy
2,535
+4
+0.2% +$839 0.45% 38
2026
Q1 		$485K Buy
+2,531
New +$507K 0.48% 32

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
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Box Hill Private Wealth's QUAL Position: Q3 2026 in Review

Box Hill Private Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.79% in Q3 2026, buying an estimated $4.42K and bringing the position to 2,555 shares worth $568K. The position accounts for 0.41% of the portfolio, ranked #39.

Box Hill Private Wealth first reported a position in QUAL in Q1 2026 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Box Hill Private Wealth held 2,555 shares of iShares MSCI USA Quality Factor ETF worth $568K as of Q3 2026.
  • Box Hill Private Wealth bought 20 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $4.42K.
  • iShares MSCI USA Quality Factor ETF made up 0.41% of Box Hill Private Wealth's portfolio in Q3 2026, its #39 holding.
  • Box Hill Private Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.