Essential Partners
QUAL icon

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

Essential 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 		$30K Buy
135
+125
+1,250% +$27.6K 0.01% 780
2026
Q2 		$2.2K Hold
10
– – ﹤0.01% 1935
2026
Q1 		$1.92K Buy
+10
New +$2K ﹤0.01% 2022

Other funds holding QUAL

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Orgel Wealth Management
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Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Essential Partners's QUAL Position: Q3 2026 in Review

Essential Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1,250% in Q3 2026, buying an estimated $27.6K and bringing the position to 135 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #780.

Essential Partners first reported a position in QUAL in Q1 2026 and has held it in 3 quarters since. 490 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Essential Partners held 135 shares of iShares MSCI USA Quality Factor ETF worth $30K as of Q3 2026.
  • Essential Partners bought 125 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $27.6K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Essential Partners's portfolio in Q3 2026, its #780 holding.
  • Essential Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • 490 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.