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

Commonwealth Financial Services’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	$389K	Sell	1,774 -9	-0.5%	-$1.89K	0.05%	178
2026 Q1	$342K	Sell	1,783 -23	-1%	-$4.61K	0.05%	160
2025 Q4	$359K	Sell	1,806 -98	-5%	-$19.3K	0.06%	152
2025 Q3	$370K	Buy	1,904 +6	+0.3%	+$1.13K	0.06%	142
2025 Q2	$347K	Sell	1,898 -33,849	-95%	-$5.84M	0.07%	144
2025 Q1	$6.11M	Buy	35,747 +3,419	+11%	+$612K	1.25%	28
2024 Q4	$5.76M	Buy	32,328 +3,504	+12%	+$636K	1.13%	29
2024 Q3	$5.13M	Buy	28,824 +27,116	+1,588%	+$4.7M	1.01%	32
2024 Q2	$296K	Sell	1,708 -12	-0.7%	-$1.97K	0.06%	143
2024 Q1	$253K	Hold	1,720	–	–	0.06%	157
2023 Q4	$253K	Sell	1,720 -10,492	-86%	-$1.45M	0.06%	157
2023 Q3	$1.61M	Buy	+12,212	New	+$1.67M	0.48%	45

Other funds holding QUAL

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EWM

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Financial Services's QUAL Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.5% in Q2 2026, selling an estimated $1.89K and leaving 1,774 shares worth $389K. The position accounts for 0.05% of the portfolio, ranked #178.

Commonwealth Financial Services first reported a position in QUAL in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.11M in Q1 2025. 306 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Commonwealth Financial Services held 1,774 shares of iShares MSCI USA Quality Factor ETF worth $389K as of Q2 2026.
Commonwealth Financial Services sold 9 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.89K.
iShares MSCI USA Quality Factor ETF made up 0.05% of Commonwealth Financial Services's portfolio in Q2 2026, its #178 holding.
Commonwealth Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's iShares MSCI USA Quality Factor ETF position peaked at $6.11M in Q1 2025.
306 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.