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

Clarity Financial’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	$433K	Buy	1,973 +50	+3%	+$10.5K	0.04%	83
2026 Q1	$369K	Buy	1,923 +190	+11%	+$38.1K	0.04%	79
2025 Q4	$344K	Sell	1,733 -55	-3%	-$10.8K	0.03%	80
2025 Q3	$348K	Hold	1,788	–	–	0.03%	84
2025 Q2	$327K	Sell	1,788 -3,030	-63%	-$523K	0.04%	87
2025 Q1	$823K	Hold	4,818	–	–	0.09%	51
2024 Q4	$858K	Buy	4,818 +112	+2%	+$20.3K	0.1%	54
2024 Q3	$844K	Buy	4,706 +1,580	+51%	+$274K	0.1%	70
2024 Q2	$534K	Buy	3,126 +421	+16%	+$69.1K	0.08%	71
2024 Q1	$445K	Buy	2,705 +400	+17%	+$62.5K	0.07%	78
2023 Q4	$339K	Buy	2,305 +32	+1%	+$4.43K	0.06%	82
2023 Q3	$300K	Buy	+2,273	New	+$310K	0.05%	93

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Clarity Financial's QUAL Position: Q2 2026 in Review

Clarity Financial increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.6% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,973 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #83.

Clarity Financial first reported a position in QUAL in Q3 2023 and has held it in 12 quarters since. The position peaked at $858K in Q4 2024. 1,056 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Clarity Financial held 1,973 shares of iShares MSCI USA Quality Factor ETF worth $433K as of Q2 2026.
Clarity Financial bought 50 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $10.5K.
iShares MSCI USA Quality Factor ETF made up 0.04% of Clarity Financial's portfolio in Q2 2026, its #83 holding.
Clarity Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
Clarity Financial's iShares MSCI USA Quality Factor ETF position peaked at $858K in Q4 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.