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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFM Wealth Partners's QUAL Position: Q1 2026 in Review

CFM Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.3% in Q1 2026, buying an estimated $206K and bringing the position to 20,473 shares worth $3.93M. The position accounts for 0.59% of the portfolio, ranked #42.

CFM Wealth Partners first reported a position in QUAL in Q4 2019 and has held it in 26 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • CFM Wealth Partners held 20,473 shares of iShares MSCI USA Quality Factor ETF worth $3.93M as of Q1 2026.
  • CFM Wealth Partners bought 1,026 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $206K.
  • iShares MSCI USA Quality Factor ETF made up 0.59% of CFM Wealth Partners's portfolio in Q1 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 26 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.