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Dynamic Advisor Solutions’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Dynamic Advisor Solutions’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 		$2.24M Buy
10,201
+3,086
+43% +$647K 0.06% 309
2026
Q1 		$1.36M Sell
7,115
-392
-5% -$78.6K 0.04% 396
2025
Q4 		$1.49M Sell
7,507
-115
-2% -$22.6K 0.05% 363
2025
Q3 		$1.48M Sell
7,622
-287
-4% -$53.8K 0.04% 384
2025
Q2 		$1.45M Buy
7,909
+307
+4% +$53K 0.04% 361
2025
Q1 		$1.3M Buy
7,602
+354
+5% +$63.4K 0.04% 365
2024
Q4 		$1.29M Sell
7,248
-291
-4% -$52.9K 0.06% 271
2024
Q3 		$1.35M Sell
7,539
-3,389
-31% -$588K 0.04% 381
2024
Q2 		$1.87M Buy
10,928
+4,538
+71% +$745K 0.06% 308
2024
Q1 		$1.05M Buy
6,390
+757
+13% +$118K 0.04% 434
2023
Q4 		$815K Sell
5,633
-160
-3% -$22.1K 0.03% 460
2023
Q3 		$763K Buy
5,793
+1,361
+31% +$186K 0.04% 414
2023
Q2 		$598K Sell
4,432
-662
-13% -$84.2K 0.03% 449
2023
Q1 		$632K Sell
5,094
-347
-6% -$41.7K 0.04% 414
2022
Q4 		$620K Sell
5,441
-809
-13% -$91.8K 0.04% 392
2022
Q3 		$650K Sell
6,250
-4,066
-39% -$476K 0.05% 336
2022
Q2 		$1.15M Sell
10,316
-2,684
-21% -$327K 0.09% 230
2022
Q1 		$1.75M Buy
13,000
+8,153
+168% +$1.08M 0.12% 176
2021
Q4 		$706K Sell
4,847
-507
-9% -$71.7K 0.05% 345
2021
Q3 		$705K Sell
5,354
-373
-7% -$51.3K 0.05% 365
2021
Q2 		$761K Buy
5,727
+1,553
+37% +$199K 0.06% 328
2021
Q1 		$508K Sell
4,174
-63
-1% -$7.44K 0.05% 381
2020
Q4 		$492K Sell
4,237
-1,719
-29% -$189K 0.05% 364
2020
Q3 		$618K Sell
5,956
-2,886
-33% -$296K 0.07% 273
2020
Q2 		$848K Sell
8,842
-1,503
-15% -$138K 0.11% 204
2020
Q1 		$838K Buy
10,345
+1,324
+15% +$126K 0.15% 172
2019
Q4 		$911K Buy
9,021
+5,791
+179% +$558K 0.12% 201
2019
Q3 		$298K Sell
3,230
-199
-6% -$18.3K 0.05% 379
2019
Q2 		$314K Buy
+3,429
New +$309K 0.05% 352

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Dynamic Advisor Solutions's QUAL Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 43% in Q2 2026, buying an estimated $647K and bringing the position to 10,201 shares worth $2.24M. The position accounts for 0.06% of the portfolio, ranked #309.

Dynamic Advisor Solutions first reported a position in QUAL in Q2 2019 and has held it in 29 quarters since. 347 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Dynamic Advisor Solutions held 10,201 shares of iShares MSCI USA Quality Factor ETF worth $2.24M as of Q2 2026.
  • Dynamic Advisor Solutions bought 3,086 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $647K.
  • iShares MSCI USA Quality Factor ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #309 holding.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2019 and has held it in 29 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.