Ethic Inc’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Ethic Inc’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	$281K	Hold	1,281	–	–	﹤0.01%	1154
2026 Q1	$246K	Hold	1,281	–	–	﹤0.01%	1091
2025 Q4	$254K	Hold	1,281	–	–	﹤0.01%	1056
2025 Q3	$249K	Hold	1,281	–	–	﹤0.01%	1038
2025 Q2	$233K	Hold	1,281	–	–	﹤0.01%	1064
2025 Q1	$219K	Hold	1,281	–	–	﹤0.01%	1047
2024 Q4	$228K	Buy	+1,281	New	+$233K	﹤0.01%	1014
2022 Q2	–	Sell	-2,513	Closed	-$338K	–	776
2022 Q1	$338K	Buy	+2,513	New	+$334K	0.02%	568

Other funds holding QUAL

OWM

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Ethic Inc's QUAL Position: Q2 2026 in Review

Ethic Inc held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,281 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Ethic Inc first reported a position in QUAL in Q1 2022 and has held it in 8 quarters since. The position peaked at $338K in Q1 2022. 751 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Ethic Inc held 1,281 shares of iShares MSCI USA Quality Factor ETF worth $281K as of Q2 2026.
Ethic Inc left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1154 holding.
Ethic Inc first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2022 and has held it in 8 quarters since.
Ethic Inc's iShares MSCI USA Quality Factor ETF position peaked at $338K in Q1 2022.
751 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.