Cannon Financial Strategists’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cannon Financial Strategists’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	$345K	Buy	1,570 +204	+15%	+$42.8K	0.04%	97
2026 Q1	$262K	Buy	1,366 +4	+0.3%	+$802	0.03%	90
2025 Q4	$271K	Buy	1,362 +60	+5%	+$11.8K	0.04%	83
2025 Q3	$253K	Hold	1,302	–	–	0.04%	84
2025 Q2	$238K	Hold	1,302	–	–	0.04%	90
2025 Q1	$222K	Hold	1,302	–	–	0.04%	90
2024 Q4	$232K	Hold	1,302	–	–	0.04%	88
2024 Q3	$233K	Hold	1,302	–	–	0.04%	90
2024 Q2	$222K	Hold	1,302	–	–	0.04%	88
2024 Q1	$214K	Buy	+1,302	New	+$203K	0.04%	90

Other funds holding QUAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Cannon Financial Strategists's QUAL Position: Q2 2026 in Review

Cannon Financial Strategists increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 15% in Q2 2026, buying an estimated $42.8K and bringing the position to 1,570 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #97.

Cannon Financial Strategists first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. 1,120 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Cannon Financial Strategists held 1,570 shares of iShares MSCI USA Quality Factor ETF worth $345K as of Q2 2026.
Cannon Financial Strategists bought 204 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $42.8K.
iShares MSCI USA Quality Factor ETF made up 0.04% of Cannon Financial Strategists's portfolio in Q2 2026, its #97 holding.
Cannon Financial Strategists first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
1,120 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.