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Cahill Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cahill Financial Advisors’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 		$25.7M Buy
117,276
+2,100
+2% +$440K 2.47% 9
2026
Q1 		$22.1M Sell
115,176
-5,431
-5% -$1.09M 2.39% 9
2025
Q4 		$24M Buy
120,607
+11,438
+10% +$2.25M 2.62% 9
2025
Q3 		$21.2M Buy
109,169
+14
+0% +$2.63K 2.42% 12
2025
Q2 		$20M Buy
109,155
+611
+0.6% +$105K 2.48% 11
2025
Q1 		$18.5M Buy
108,544
+8,138
+8% +$1.46M 2.52% 12
2024
Q4 		$17.9M Buy
100,406
+4,274
+4% +$776K 2.42% 13
2024
Q3 		$17.2M Buy
96,132
+29,519
+44% +$5.12M 2.36% 15
2024
Q2 		$11.4M Buy
66,613
+5,087
+8% +$835K 1.56% 17
2024
Q1 		$10.1M Buy
61,526
+27,376
+80% +$4.28M 1.38% 19
2023
Q4 		$5.02M Buy
34,150
+6,516
+24% +$902K 0.74% 29
2023
Q3 		$3.64M Buy
27,634
+26,055
+1,650% +$3.56M 0.6% 34
2023
Q2 		$213K Buy
+1,579
New +$201K 0.03% 229
2021
Q4 		– Sell
-300
Closed -$40K – 629
2021
Q3 		$40K Buy
+300
New +$41.3K 0.01% 366

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Cahill Financial Advisors's QUAL Position: Q2 2026 in Review

Cahill Financial Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.8% in Q2 2026, buying an estimated $440K and bringing the position to 117,276 shares worth $25.7M. The position accounts for 2.47% of the portfolio, ranked #9.

Cahill Financial Advisors first reported a position in QUAL in Q3 2021 and has held it in 14 quarters since. 1,307 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Cahill Financial Advisors held 117,276 shares of iShares MSCI USA Quality Factor ETF worth $25.7M as of Q2 2026.
  • Cahill Financial Advisors bought 2,100 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $440K.
  • iShares MSCI USA Quality Factor ETF made up 2.47% of Cahill Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Cahill Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and has held it in 14 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.