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Cahaba Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cahaba Wealth Management’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 		$1.26M Buy
5,760
+74
+1% +$15.5K 0.08% 55
2026
Q1 		$1.09M Sell
5,686
-69
-1% -$13.8K 0.07% 55
2025
Q4 		$1.14M Hold
5,755
– – 0.08% 50
2025
Q3 		$1.12M Buy
5,755
+69
+1% +$12.9K 0.08% 49
2025
Q2 		$1.04M Sell
5,686
-115
-2% -$19.8K 0.08% 54
2025
Q1 		$991K Hold
5,801
– – 0.08% 52
2024
Q4 		$1.03M Hold
5,801
– – 0.09% 50
2024
Q3 		$1.04M Sell
5,801
-198
-3% -$34.3K 0.09% 50
2024
Q2 		$1.02M Buy
5,999
+170
+3% +$27.9K 0.09% 51
2024
Q1 		$958K Hold
5,829
– – 0.09% 53
2023
Q4 		$858K Hold
5,829
– – 0.09% 54
2023
Q3 		$768K Sell
5,829
-11
-0.2% -$1.5K 0.08% 56
2023
Q2 		$788K Sell
5,840
-192
-3% -$24.4K 0.09% 55
2023
Q1 		$748K Buy
6,032
+3,563
+144% +$428K 0.09% 57
2022
Q4 		$281K Buy
2,469
+1
+0% +$113 0.03% 108
2022
Q3 		$256K Sell
2,468
-436
-15% -$51K 0.04% 110
2022
Q2 		$324K Buy
2,904
+9
+0.3% +$1.1K 0.05% 99
2022
Q1 		$357K Buy
2,895
+743
+35% +$98.7K 0.05% 98
2021
Q4 		$313K Buy
+2,152
New +$304K 0.04% 115

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cahaba Wealth Management's QUAL Position: Q2 2026 in Review

Cahaba Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.3% in Q2 2026, buying an estimated $15.5K and bringing the position to 5,760 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #55.

Cahaba Wealth Management first reported a position in QUAL in Q4 2021 and has held it in 19 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Cahaba Wealth Management held 5,760 shares of iShares MSCI USA Quality Factor ETF worth $1.26M as of Q2 2026.
  • Cahaba Wealth Management bought 74 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $15.5K.
  • iShares MSCI USA Quality Factor ETF made up 0.08% of Cahaba Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Cahaba Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.