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Clune & Associates’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Clune & Associates’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 		$520K Buy
+2,372
New +$497K 0.08% 116

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
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
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Clune & Associates's QUAL Position: Q2 2026 in Review

Clune & Associates opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 2,372 shares worth $520K. The stake represents 0.08% of the portfolio and ranks #116 among its holdings.

402 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Clune & Associates held 2,372 shares of iShares MSCI USA Quality Factor ETF worth $520K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Clune & Associates position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.08% of Clune & Associates's portfolio in Q2 2026, its #116 holding.
  • 402 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.