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CX Institutional’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

CX Institutional’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 		$292K Buy
1,315
+140
+12% +$31K 0.01% 634
2026
Q2 		$258K Buy
1,175
+18
+2% +$3.77K 0.01% 679
2026
Q1 		$222K Buy
1,157
+2
+0.2% +$401 0.01% 687
2025
Q4 		$229K Buy
1,155
+28
+2% +$5.5K 0.01% 668
2025
Q3 		$219K Buy
1,127
+923
+452% +$173K 0.01% 669
2025
Q2 		$37K Buy
204
+123
+152% +$21.2K ﹤0.01% 899
2025
Q1 		$14K Buy
+81
New +$14.5K ﹤0.01% 983
2022
Q3 		– Sell
-1,718
Closed -$192K – 981
2022
Q2 		$192K Buy
1,718
+121
+8% +$14.8K 0.01% 445
2022
Q1 		$215K Hold
1,597
– – 0.02% 349
2021
Q4 		$232K Sell
1,597
-673
-30% -$95.1K 0.02% 311
2021
Q3 		$299K Sell
2,270
-403
-15% -$55.4K 0.02% 313
2021
Q2 		$355K Sell
2,673
-3,259
-55% -$418K 0.03% 278
2021
Q1 		$723K Sell
5,932
-58,278
-91% -$6.88M 0.06% 214
2020
Q4 		$7.46M Buy
+64,210
New +$7.07M 0.72% 35

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

CX Institutional's QUAL Position: Q3 2026 in Review

CX Institutional increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 12% in Q3 2026, buying an estimated $31K and bringing the position to 1,315 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #634.

CX Institutional first reported a position in QUAL in Q4 2020 and has held it in 14 quarters since. The position peaked at $7.46M in Q4 2020. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • CX Institutional held 1,315 shares of iShares MSCI USA Quality Factor ETF worth $292K as of Q3 2026.
  • CX Institutional bought 140 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $31K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #634 holding.
  • CX Institutional first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 14 quarters since.
  • CX Institutional's iShares MSCI USA Quality Factor ETF position peaked at $7.46M in Q4 2020.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.