Boyer Financial Services
QUAL icon

Boyer Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Boyer Financial Services’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 		$258K Hold
4,640
– – 0.21% 53
2026
Q2 		$253K Buy
+4,640
New +$243K 0.21% 49

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Boyer Financial Services's QUAL Position: Q3 2026 in Review

Boyer Financial Services held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q3 2026 at 4,640 shares worth $258K. The position accounts for 0.21% of the portfolio, ranked #53.

Boyer Financial Services first reported a position in QUAL in Q2 2026 and has held it in 2 quarters since. 1,479 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Boyer Financial Services held 4,640 shares of iShares MSCI USA Quality Factor ETF worth $258K as of Q3 2026.
  • Boyer Financial Services left its iShares MSCI USA Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.21% of Boyer Financial Services's portfolio in Q3 2026, its #53 holding.
  • Boyer Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.