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

Family 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 Q2	$943K	Hold	4,298	–	–	0.29%	45
2026 Q1	$824K	Hold	4,298	–	–	0.28%	47
2025 Q4	$854K	Buy	4,298 +24	+0.6%	+$4.72K	0.31%	42
2025 Q3	$831K	Buy	4,274 +385	+10%	+$72.2K	0.31%	40
2025 Q2	$711K	Buy	+3,889	New	+$671K	0.28%	39

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

Family Wealth Partners's QUAL Position: Q2 2026 in Review

Family Wealth Partners held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 4,298 shares worth $943K. The position accounts for 0.29% of the portfolio, ranked #45.

Family Wealth Partners first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Family Wealth Partners held 4,298 shares of iShares MSCI USA Quality Factor ETF worth $943K as of Q2 2026.
Family Wealth Partners left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.29% of Family Wealth Partners's portfolio in Q2 2026, its #45 holding.
Family Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.