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CFM Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

CFM Wealth Partners’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 		$4.45M Sell
20,288
-185
-0.9% -$38.8K 0.57% 42
2026
Q1 		$3.93M Buy
20,473
+1,026
+5% +$206K 0.59% 42
2025
Q4 		$3.86M Buy
19,447
+1,000
+5% +$196K 0.56% 44
2025
Q3 		$3.59M Buy
18,447
+482
+3% +$90.4K 0.52% 43
2025
Q2 		$3.28M Buy
17,965
+1,875
+12% +$324K 0.52% 44
2025
Q1 		$2.75M Buy
16,090
+537
+3% +$96.1K 0.48% 46
2024
Q4 		$2.77M Buy
15,553
+1,410
+10% +$256K 0.47% 50
2024
Q3 		$2.54M Buy
14,143
+1,223
+9% +$212K 0.44% 53
2024
Q2 		$2.21M Sell
12,920
-79
-0.6% -$13K 0.41% 55
2024
Q1 		$2.14M Sell
12,999
-1,314
-9% -$205K 0.43% 57
2023
Q4 		$2.11M Sell
14,313
-188
-1% -$26K 0.48% 54
2023
Q3 		$1.91M Sell
14,501
-335
-2% -$45.7K 0.5% 51
2023
Q2 		$2M Sell
14,836
-136
-0.9% -$17.3K 0.49% 56
2023
Q1 		$1.86M Sell
14,972
-799
-5% -$95.9K 0.5% 55
2022
Q4 		$1.8M Sell
15,771
-1,043
-6% -$118K 0.54% 53
2022
Q3 		$1.75M Buy
16,814
+1,065
+7% +$125K 0.56% 49
2022
Q2 		$1.76M Buy
15,749
+791
+5% +$96.5K 0.53% 50
2022
Q1 		$2.01M Sell
14,958
-889
-6% -$118K 0.48% 55
2021
Q4 		$2.3M Buy
15,847
+190
+1% +$26.9K 0.51% 51
2021
Q3 		$2.06M Buy
15,657
+1,281
+9% +$176K 0.52% 49
2021
Q2 		$1.91M Buy
14,376
+2,305
+19% +$295K 0.51% 48
2021
Q1 		$1.47M Buy
12,071
+3,662
+44% +$433K 0.44% 55
2020
Q4 		$977K Buy
8,409
+4,928
+142% +$543K 0.31% 71
2020
Q3 		$361K Buy
3,481
+1,414
+68% +$145K 0.13% 100
2020
Q2 		$198K Buy
2,067
+762
+58% +$69.9K 0.08% 146
2020
Q1 		$106K Hold
1,305
– – 0.05% 189
2019
Q4 		$136K Buy
+1,305
New +$126K 0.05% 175

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

CFM Wealth Partners's QUAL Position: Q2 2026 in Review

CFM Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.9% in Q2 2026, selling an estimated $38.8K and leaving 20,288 shares worth $4.45M. The position accounts for 0.57% of the portfolio, ranked #42.

CFM Wealth Partners first reported a position in QUAL in Q4 2019 and has held it in 27 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • CFM Wealth Partners held 20,288 shares of iShares MSCI USA Quality Factor ETF worth $4.45M as of Q2 2026.
  • CFM Wealth Partners sold 185 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $38.8K.
  • iShares MSCI USA Quality Factor ETF made up 0.57% of CFM Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • CFM Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.