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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
Q3 		$557K Buy
2,508
+136
+6% +$30.1K 0.09% 107
2026
Q2 		$520K Buy
+2,372
New +$497K 0.08% 116

Other funds holding QUAL

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Clune & Associates's QUAL Position: Q3 2026 in Review

Clune & Associates increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.7% in Q3 2026, buying an estimated $30.1K and bringing the position to 2,508 shares worth $557K. The position accounts for 0.09% of the portfolio, ranked #107.

Clune & Associates first reported a position in QUAL in Q2 2026 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Clune & Associates held 2,508 shares of iShares MSCI USA Quality Factor ETF worth $557K as of Q3 2026.
  • Clune & Associates bought 136 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $30.1K.
  • iShares MSCI USA Quality Factor ETF made up 0.09% of Clune & Associates's portfolio in Q3 2026, its #107 holding.
  • Clune & Associates first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.