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Clark Asset Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Clark Asset Management’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 		$1.09M Buy
4,955
+134
+3% +$28.1K 0.09% 92
2026
Q1 		$925K Buy
4,821
+1,326
+38% +$266K 0.09% 85
2025
Q4 		$694K Buy
+3,495
New +$687K 0.07% 99
2025
Q2 		– Sell
-2,333
Closed -$399K – 203
2025
Q1 		$399K Buy
2,333
+460
+25% +$82.4K 0.07% 98
2024
Q4 		$334K Buy
+1,873
New +$340K 0.06% 92

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Clark Asset Management's QUAL Position: Q2 2026 in Review

Clark Asset Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.8% in Q2 2026, buying an estimated $28.1K and bringing the position to 4,955 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #92.

Clark Asset Management first reported a position in QUAL in Q4 2024 and has held it in 5 quarters since. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Clark Asset Management held 4,955 shares of iShares MSCI USA Quality Factor ETF worth $1.09M as of Q2 2026.
  • Clark Asset Management bought 134 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $28.1K.
  • iShares MSCI USA Quality Factor ETF made up 0.09% of Clark Asset Management's portfolio in Q2 2026, its #92 holding.
  • Clark Asset Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 5 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.