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

Clark 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	$187K	Hold	852	–	–	0.11%	55
2026 Q1	$163K	Sell	852 -49	-5%	-$9.82K	0.11%	57
2025 Q4	$179K	Hold	901	–	–	0.11%	58
2025 Q3	$179K	Buy	901 +381	+73%	+$71.5K	0.11%	58
2025 Q2	$95.1K	Sell	520 -658	-56%	-$114K	0.06%	60
2025 Q1	$201K	Buy	+1,178	New	+$211K	0.15%	44

Other funds holding QUAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Clark Wealth Partners held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 852 shares worth $187K. The position accounts for 0.11% of the portfolio, ranked #55.

Clark Wealth Partners first reported a position in QUAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $201K in Q1 2025. 1,581 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Clark Wealth Partners held 852 shares of iShares MSCI USA Quality Factor ETF worth $187K as of Q2 2026.
Clark Wealth Partners left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.11% of Clark Wealth Partners's portfolio in Q2 2026, its #55 holding.
Clark Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
Clark Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $201K in Q1 2025.
1,581 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.