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Farther Finance Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Farther Finance Advisors’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 		$30.4M Sell
136,832
-3,055
-2% -$676K 0.21% 85
2026
Q2 		$30.7M Sell
139,887
-61,248
-30% -$12.8M 0.24% 77
2026
Q1 		$38.8M Sell
201,135
-7,432
-4% -$1.49M 0.37% 52
2025
Q4 		$41.4M Sell
208,567
-228
-0.1% -$44.8K 0.44% 42
2025
Q3 		$40.6M Buy
208,795
+26,600
+15% +$4.99M 0.61% 27
2025
Q2 		$33.3M Sell
182,195
-75,936
-29% -$13.1M 0.67% 19
2025
Q1 		$44.2M Buy
258,131
+81,084
+46% +$14.5M 1.13% 13
2024
Q4 		$31.5M Buy
177,047
+17,845
+11% +$3.24M 1.14% 11
2024
Q3 		$28.5M Buy
159,202
+5,295
+3% +$918K 1.07% 12
2024
Q2 		$26.2M Buy
153,907
+20,259
+15% +$3.33M 1.27% 9
2024
Q1 		$21.9M Buy
133,648
+25,371
+23% +$3.96M 1.33% 10
2023
Q4 		$15.9M Buy
108,277
+36,626
+51% +$5.07M 1.15% 11
2023
Q3 		$9.44M Buy
71,651
+18,639
+35% +$2.55M 1.48% 8
2023
Q2 		$7.15M Buy
53,012
+9,634
+22% +$1.23M 1.56% 12
2023
Q1 		$5.38M Buy
43,378
+39,801
+1,113% +$4.78M 1.57% 11
2022
Q4 		$408K Buy
+3,577
New +$406K 0.16% 129

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Farther Finance Advisors's QUAL Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.2% in Q3 2026, selling an estimated $676K and leaving 136,832 shares worth $30.4M. The position accounts for 0.21% of the portfolio, ranked #85.

Farther Finance Advisors first reported a position in QUAL in Q4 2022 and has held it in 16 quarters since. The position peaked at $44.2M in Q1 2025. 65 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Farther Finance Advisors held 136,832 shares of iShares MSCI USA Quality Factor ETF worth $30.4M as of Q3 2026.
  • Farther Finance Advisors sold 3,055 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $676K.
  • iShares MSCI USA Quality Factor ETF made up 0.21% of Farther Finance Advisors's portfolio in Q3 2026, its #85 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares MSCI USA Quality Factor ETF position peaked at $44.2M in Q1 2025.
  • 65 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.