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Certuity’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Certuity’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 		$239K Buy
1,087
+13
+1% +$2.73K 0.01% 572
2026
Q1 		$206K Sell
1,074
-496
-32% -$99.4K 0.01% 593
2025
Q4 		$312K Buy
1,570
+28
+2% +$5.5K 0.02% 401
2025
Q3 		$300K Buy
1,542
+72
+5% +$13.5K 0.02% 396
2025
Q2 		$269K Buy
+1,470
New +$254K 0.03% 328

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

Certuity's QUAL Position: Q2 2026 in Review

Certuity increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.2% in Q2 2026, buying an estimated $2.73K and bringing the position to 1,087 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #572.

Certuity first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $312K in Q4 2025. 751 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Certuity held 1,087 shares of iShares MSCI USA Quality Factor ETF worth $239K as of Q2 2026.
  • Certuity bought 13 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2.73K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Certuity's portfolio in Q2 2026, its #572 holding.
  • Certuity first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Certuity's iShares MSCI USA Quality Factor ETF position peaked at $312K in Q4 2025.
  • 751 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.