Fairman Group
QUAL icon

Fairman Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Fairman Group’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 		$4.22K Hold
19
– – ﹤0.01% 224
2026
Q2 		$4.17K Hold
19
– – ﹤0.01% 230
2026
Q1 		$3.64K Hold
19
– – ﹤0.01% 224
2025
Q4 		$3.77K Hold
19
– – ﹤0.01% 232
2025
Q3 		$3.7K Hold
19
– – ﹤0.01% 208
2025
Q2 		$3.47K Hold
19
– – ﹤0.01% 191
2025
Q1 		$3.38K Hold
19
– – ﹤0.01% 187
2024
Q4 		$3.38K Hold
19
– – ﹤0.01% 203
2024
Q3 		$3.41K Hold
19
– – ﹤0.01% 225
2024
Q2 		$3.24K Hold
19
– – ﹤0.01% 225
2024
Q1 		$3.12K Hold
19
– – ﹤0.01% 224
2023
Q4 		$2.8K Buy
+19
New +$2.63K ﹤0.01% 227

Other funds holding QUAL

Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Fairman Group's QUAL Position: Q3 2026 in Review

Fairman Group held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q3 2026 at 19 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Fairman Group first reported a position in QUAL in Q4 2023 and has held it in 12 quarters since. 916 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Fairman Group held 19 shares of iShares MSCI USA Quality Factor ETF worth $4.22K as of Q3 2026.
  • Fairman Group left its iShares MSCI USA Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Fairman Group's portfolio in Q3 2026, its #224 holding.
  • Fairman Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • 916 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.