Eiger Wealth Management, LLC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Eiger Wealth Management, LLC’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	$432K	Buy	1,944 +1	+0.1%	+$221	9.36%	2
2026 Q2	$426K	Buy	1,943 +1	+0.1%	+$210	13.36%	2
2026 Q1	$372K	Buy	1,942 +1	+0.1%	+$200	12.24%	2
2025 Q4	$385K	Buy	+1,941	New	+$381K	10.22%	2

Other funds holding QUAL

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Eiger Wealth Management, LLC's QUAL Position: Q3 2026 in Review

Eiger Wealth Management, LLC increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.05% in Q3 2026, buying an estimated $221 and bringing the position to 1,944 shares worth $432K. The position accounts for 9.36% of the portfolio, ranked #2.

Eiger Wealth Management, LLC first reported a position in QUAL in Q4 2025 and has held it in 4 quarters since. 894 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Eiger Wealth Management, LLC held 1,944 shares of iShares MSCI USA Quality Factor ETF worth $432K as of Q3 2026.
Eiger Wealth Management, LLC bought 1 iShares MSCI USA Quality Factor ETF share in Q3 2026, an estimated $221.
iShares MSCI USA Quality Factor ETF made up 9.36% of Eiger Wealth Management, LLC's portfolio in Q3 2026, its #2 holding.
Eiger Wealth Management, LLC first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 4 quarters since.
894 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Eiger Wealth Management, LLC's 13F filing for Q3 2026, filed 3 Nov 2026.