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Cypress Wealth Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cypress Wealth 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
2020
Q4 		– Sell
-9,055
Closed -$939K – 457
2020
Q3 		$939K Buy
+9,055
New +$927K 0.24% 83

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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Cypress Wealth Services's QUAL Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 51% in Q2 2026, selling an estimated $8.39M and leaving 38,773 shares worth $8.51M. The position accounts for 1.04% of the portfolio, ranked #19.

Cypress Wealth Services first reported a position in QUAL in Q4 2019 and has held it in 26 quarters since. The position peaked at $24.2M in Q2 2025. 691 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Cypress Wealth Services held 38,773 shares of iShares MSCI USA Quality Factor ETF worth $8.51M as of Q2 2026.
  • Cypress Wealth Services sold 40,016 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $8.39M.
  • iShares MSCI USA Quality Factor ETF made up 1.04% of Cypress Wealth Services's portfolio in Q2 2026, its #19 holding.
  • Cypress Wealth Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 26 quarters since.
  • Cypress Wealth Services's iShares MSCI USA Quality Factor ETF position peaked at $24.2M in Q2 2025.
  • 691 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.