CFM Wealth Partners
QUAL icon

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
Q3 		$4.58M Buy
82,520
+1,368
+2% +$75.7K 0.57% 36
2026
Q2 		$4.45M Sell
81,152
-740
-0.9% -$38.8K 0.57% 42
2026
Q1 		$3.93M Buy
81,892
+4,104
+5% +$206K 0.59% 42
2025
Q4 		$3.86M Buy
77,788
+4,000
+5% +$196K 0.56% 44
2025
Q3 		$3.59M Buy
73,788
+1,928
+3% +$90.4K 0.52% 43
2025
Q2 		$3.28M Buy
71,860
+7,500
+12% +$324K 0.52% 44
2025
Q1 		$2.75M Buy
64,360
+2,148
+3% +$96.1K 0.48% 46
2024
Q4 		$2.77M Buy
62,212
+5,640
+10% +$256K 0.47% 50
2024
Q3 		$2.54M Buy
56,572
+4,892
+9% +$212K 0.44% 53
2024
Q2 		$2.21M Sell
51,680
-316
-0.6% -$13K 0.41% 55
2024
Q1 		$2.14M Sell
51,996
-5,256
-9% -$205K 0.43% 57
2023
Q4 		$2.11M Sell
57,252
-752
-1% -$26K 0.48% 54
2023
Q3 		$1.91M Sell
58,004
-1,340
-2% -$45.7K 0.5% 51
2023
Q2 		$2M Sell
59,344
-544
-0.9% -$17.3K 0.49% 56
2023
Q1 		$1.86M Sell
59,888
-3,196
-5% -$95.9K 0.5% 55
2022
Q4 		$1.8M Sell
63,084
-4,172
-6% -$118K 0.54% 53
2022
Q3 		$1.75M Buy
67,256
+4,260
+7% +$125K 0.56% 49
2022
Q2 		$1.76M Buy
62,996
+3,164
+5% +$96.5K 0.53% 50
2022
Q1 		$2.01M Sell
59,832
-3,556
-6% -$118K 0.48% 55
2021
Q4 		$2.3M Buy
63,388
+760
+1% +$26.9K 0.51% 51
2021
Q3 		$2.06M Buy
62,628
+5,124
+9% +$176K 0.52% 49
2021
Q2 		$1.91M Buy
57,504
+9,220
+19% +$295K 0.51% 48
2021
Q1 		$1.47M Buy
48,284
+14,648
+44% +$433K 0.44% 55
2020
Q4 		$977K Buy
33,636
+19,712
+142% +$543K 0.31% 71
2020
Q3 		$361K Buy
13,924
+5,656
+68% +$145K 0.13% 100
2020
Q2 		$198K Buy
8,268
+3,048
+58% +$70K 0.08% 146
2020
Q1 		$106K Hold
5,220
– – 0.05% 189
2019
Q4 		$136K Buy
+5,220
New +$126K 0.05% 175

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

CFM Wealth Partners's QUAL Position: Q3 2026 in Review

CFM Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.7% in Q3 2026, buying an estimated $75.7K and bringing the position to 82,520 shares worth $4.58M. The position accounts for 0.57% of the portfolio, ranked #36.

CFM Wealth Partners first reported a position in QUAL in Q4 2019 and has held it in 28 quarters since. 1,257 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • CFM Wealth Partners held 82,520 shares of iShares MSCI USA Quality Factor ETF worth $4.58M as of Q3 2026.
  • CFM Wealth Partners bought 1,368 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $75.7K.
  • iShares MSCI USA Quality Factor ETF made up 0.57% of CFM Wealth Partners's portfolio in Q3 2026, its #36 holding.
  • CFM Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,257 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on CFM Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.