Brady Martz Wealth Solutions’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Brady Martz Wealth Solutions’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	$2.08M	Buy	9,494 +3	+0%	+$629	0.31%	70
2026 Q1	$1.82M	Buy	9,491 +1,416	+18%	+$284K	0.31%	70
2025 Q4	$1.6M	Hold	8,075	–	–	0.28%	69
2025 Q3	$1.57M	Hold	8,075	–	–	0.29%	67
2025 Q2	$1.48M	Buy	8,075 +6,445	+395%	+$1.11M	0.29%	66
2025 Q1	$279K	Buy	+1,630	New	+$292K	0.06%	128

Other funds holding QUAL

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Brady Martz Wealth Solutions's QUAL Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.03% in Q2 2026, buying an estimated $629 and bringing the position to 9,494 shares worth $2.08M. The position accounts for 0.31% of the portfolio, ranked #70.

Brady Martz Wealth Solutions first reported a position in QUAL in Q1 2025 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Brady Martz Wealth Solutions held 9,494 shares of iShares MSCI USA Quality Factor ETF worth $2.08M as of Q2 2026.
Brady Martz Wealth Solutions bought 3 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $629.
iShares MSCI USA Quality Factor ETF made up 0.31% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #70 holding.
Brady Martz Wealth Solutions first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.