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FFG Retirement Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

FFG Retirement 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
Q2 		$3.19M Buy
14,554
+223
+2% +$46.8K 1.69% 29
2026
Q1 		$2.75M Sell
14,331
-13,281
-48% -$2.66M 1.6% 29
2025
Q4 		$5.48M Sell
27,612
-5,108
-16% -$1M 3.4% 11
2025
Q3 		$6.36M Sell
32,720
-167
-0.5% -$31.3K 3.95% 8
2025
Q2 		$6.01M Buy
32,887
+5,618
+21% +$970K 3.77% 8
2025
Q1 		$4.66M Sell
27,269
-1,033
-4% -$185K 3.17% 12
2024
Q4 		$5.04M Sell
28,302
-601
-2% -$109K 3.29% 9
2024
Q3 		$5.18M Sell
28,903
-802
-3% -$139K 3.38% 7
2024
Q2 		$5.07M Buy
29,705
+575
+2% +$94.4K 3.53% 7
2024
Q1 		$4.79M Sell
29,130
-871
-3% -$136K 3.37% 8
2023
Q4 		$4.41M Sell
30,001
-535
-2% -$74.1K 3.41% 10
2023
Q3 		$4.02M Sell
30,536
-22,562
-42% -$3.08M 3.34% 11
2023
Q2 		$7.16M Buy
+53,098
New +$6.75M 5.73% 6

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG Retirement Advisors's QUAL Position: Q2 2026 in Review

FFG Retirement Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.6% in Q2 2026, buying an estimated $46.8K and bringing the position to 14,554 shares worth $3.19M. The position accounts for 1.69% of the portfolio, ranked #29.

FFG Retirement Advisors first reported a position in QUAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.16M in Q2 2023. 306 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • FFG Retirement Advisors held 14,554 shares of iShares MSCI USA Quality Factor ETF worth $3.19M as of Q2 2026.
  • FFG Retirement Advisors bought 223 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $46.8K.
  • iShares MSCI USA Quality Factor ETF made up 1.69% of FFG Retirement Advisors's portfolio in Q2 2026, its #29 holding.
  • FFG Retirement Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • FFG Retirement Advisors's iShares MSCI USA Quality Factor ETF position peaked at $7.16M in Q2 2023.
  • 306 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.