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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Box Hill Private Wealth's QUAL Position: Q2 2026 in Review

Box Hill Private Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.16% in Q2 2026, buying an estimated $839 and bringing the position to 2,535 shares worth $556K. The position accounts for 0.45% of the portfolio, ranked #38.

Box Hill Private Wealth first reported a position in QUAL in Q1 2026 and has held it in 2 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Box Hill Private Wealth held 2,535 shares of iShares MSCI USA Quality Factor ETF worth $556K as of Q2 2026.
  • Box Hill Private Wealth bought 4 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $839.
  • iShares MSCI USA Quality Factor ETF made up 0.45% of Box Hill Private Wealth's portfolio in Q2 2026, its #38 holding.
  • Box Hill Private Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.