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Crown Wealth Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Crown Wealth Group’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 		$2.58M Sell
11,775
-39,049
-77% -$8.19M 0.66% 28
2026
Q1 		$9.75M Sell
50,824
-526
-1% -$105K 2.86% 8
2025
Q4 		$10.2M Sell
51,350
-2,331
-4% -$458K 2.85% 9
2025
Q3 		$10.4M Sell
53,681
-7,151
-12% -$1.34M 3.14% 10
2025
Q2 		$11.1M Buy
60,832
+6,234
+11% +$1.08M 4.18% 4
2025
Q1 		$9.33M Sell
54,598
-6,112
-10% -$1.09M 4.84% 4
2024
Q4 		$10.8M Buy
60,710
+382
+0.6% +$69.4K 4.4% 5
2024
Q3 		$10.8M Buy
60,328
+2,215
+4% +$384K 4.7% 5
2024
Q2 		$9.92M Sell
58,113
-1,655
-3% -$272K 4.96% 5
2024
Q1 		$9.82M Buy
59,768
+2,353
+4% +$368K 5.06% 5
2023
Q4 		$8.45M Buy
57,415
+3,701
+7% +$512K 5.09% 5
2023
Q3 		$7.08M Buy
53,714
+4,964
+10% +$678K 5.32% 5
2023
Q2 		$6.57M Buy
48,750
+13,799
+39% +$1.76M 5.19% 7
2023
Q1 		$4.34M Buy
+34,951
New +$4.2M 3.63% 9
2022
Q1 		– Sell
-4,202
Closed -$612K – 120
2021
Q4 		$612K Buy
+4,202
New +$594K 0.57% 38

Other funds holding QUAL

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 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

Crown Wealth Group's QUAL Position: Q2 2026 in Review

Crown Wealth Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 77% in Q2 2026, selling an estimated $8.19M and leaving 11,775 shares worth $2.58M. The position accounts for 0.66% of the portfolio, ranked #28.

Crown Wealth Group first reported a position in QUAL in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.1M in Q2 2025. 795 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Crown Wealth Group held 11,775 shares of iShares MSCI USA Quality Factor ETF worth $2.58M as of Q2 2026.
  • Crown Wealth Group sold 39,049 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $8.19M.
  • iShares MSCI USA Quality Factor ETF made up 0.66% of Crown Wealth Group's portfolio in Q2 2026, its #28 holding.
  • Crown Wealth Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 15 quarters since.
  • Crown Wealth Group's iShares MSCI USA Quality Factor ETF position peaked at $11.1M in Q2 2025.
  • 795 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.