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Caliber Wealth Management (Kansas)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.08M Sell
4,909
-1,679
-25% -$352K 0.1% 132
2026
Q1 		$1.26M Sell
6,588
-20
-0.3% -$4.01K 0.14% 122
2025
Q4 		$1.31M Sell
6,608
-1,908
-22% -$375K 0.14% 122
2025
Q3 		$1.66M Buy
8,516
+198
+2% +$37.1K 0.18% 107
2025
Q2 		$1.52M Buy
8,318
+1,953
+31% +$337K 0.16% 121
2025
Q1 		$1.09M Buy
+6,365
New +$1.14M 0.15% 124

Other funds holding QUAL

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
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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FG
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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s QUAL Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 25% in Q2 2026, selling an estimated $352K and leaving 4,909 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #132.

Caliber Wealth Management (Kansas) first reported a position in QUAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q3 2025. 747 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 4,909 shares of iShares MSCI USA Quality Factor ETF worth $1.08M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 1,679 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $352K.
  • iShares MSCI USA Quality Factor ETF made up 0.1% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #132 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares MSCI USA Quality Factor ETF position peaked at $1.66M in Q3 2025.
  • 747 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.