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 Q3	$2.56K	Buy	12 +1	+9%	+$221	﹤0.01%	1215
2026 Q2	$2.52K	Hold	11	–	–	﹤0.01%	1166
2026 Q1	$2.2K	Hold	11	–	–	﹤0.01%	893
2025 Q4	$2.28K	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

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

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

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Elevation Wealth Partners's QUAL Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.1% in Q3 2026, buying an estimated $221 and bringing the position to 12 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Elevation Wealth Partners first reported a position in QUAL in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.18K in Q2 2025. 791 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Elevation Wealth Partners held 12 shares of iShares MSCI USA Quality Factor ETF worth $2.56K as of Q3 2026.
Elevation Wealth Partners bought 1 iShares MSCI USA Quality Factor ETF share in Q3 2026, an estimated $221.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1215 holding.
Elevation Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $3.18K in Q2 2025.
791 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.