Elevation Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Elevation Wealth Partners’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	$2.52K	Hold	11	–	–	﹤0.01%	1166
2026 Q1	$2.2K	Hold	11	–	–	﹤0.01%	893
2025 Q4	$2.27K	Hold	11	–	–	﹤0.01%	772
2025 Q3	$2.22K	Sell	11 -6	-35%	-$1.13K	﹤0.01%	625
2025 Q2	$3.18K	Hold	17	–	–	﹤0.01%	421
2025 Q1	$2.96K	Hold	17	–	–	﹤0.01%	428
2024 Q4	$3.08K	Hold	17	–	–	﹤0.01%	429
2024 Q3	$3.09K	Hold	17	–	–	﹤0.01%	412
2024 Q2	$2.94K	Hold	17	–	–	﹤0.01%	426
2024 Q1	$2.82K	Hold	17	–	–	﹤0.01%	409
2023 Q4	$2.24K	Hold	17	–	–	﹤0.01%	395
2023 Q3	$2.24K	Hold	17	–	–	﹤0.01%	294
2023 Q2	$2.29K	Hold	17	–	–	﹤0.01%	299
2023 Q1	$2.11K	Buy	+17	New	+$2.04K	﹤0.01%	304

Other funds holding QUAL

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

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 $59.6B AUM 29.42% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return