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CWA Asset Management Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

CWA Asset Management 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 		$595K Buy
+2,711
New +$569K 0.02% 472

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
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
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
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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

CWA Asset Management Group's QUAL Position: Q2 2026 in Review

CWA Asset Management Group opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 2,711 shares worth $595K. The stake represents 0.02% of the portfolio and ranks #472 among its holdings.

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

  • CWA Asset Management Group held 2,711 shares of iShares MSCI USA Quality Factor ETF worth $595K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new CWA Asset Management Group position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #472 holding.
  • 290 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.