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Essential Investment Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Essential Investment 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 		$349K Buy
1,590
+858
+117% +$180K 0.28% 74
2026
Q1 		$140K Buy
732
+65
+10% +$13K 0.13% 102
2025
Q4 		$132K Buy
+667
New +$131K 0.12% 96

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Essential Investment Partners's QUAL Position: Q2 2026 in Review

Essential Investment Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 117% in Q2 2026, buying an estimated $180K and bringing the position to 1,590 shares worth $349K. The position accounts for 0.28% of the portfolio, ranked #74.

Essential Investment Partners first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Essential Investment Partners held 1,590 shares of iShares MSCI USA Quality Factor ETF worth $349K as of Q2 2026.
  • Essential Investment Partners bought 858 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $180K.
  • iShares MSCI USA Quality Factor ETF made up 0.28% of Essential Investment Partners's portfolio in Q2 2026, its #74 holding.
  • Essential Investment Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.