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Financial Life Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Financial Life 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 		$10.6M Sell
48,200
-1,205
-2% -$253K 3.01% 12
2026
Q1 		$9.48M Buy
49,405
+950
+2% +$190K 2.95% 11
2025
Q4 		$9.62M Buy
48,455
+1,763
+4% +$346K 2.97% 13
2025
Q3 		$9.08M Sell
46,692
-570
-1% -$107K 2.92% 12
2025
Q2 		$8.64M Buy
47,262
+1,324
+3% +$228K 2.96% 12
2025
Q1 		$7.85M Buy
45,938
+100
+0.2% +$17.9K 2.93% 11
2024
Q4 		$8.16M Buy
45,838
+211
+0.5% +$38.3K 3.07% 13
2024
Q3 		$8.18M Buy
45,627
+1,924
+4% +$334K 3.09% 12
2024
Q2 		$7.46M Buy
43,703
+4,187
+11% +$688K 3.03% 13
2024
Q1 		$6.49M Buy
39,516
+3,931
+11% +$614K 2.72% 14
2023
Q4 		$5.24M Buy
+35,585
New +$4.93M 2.25% 15

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

Financial Life Advisors's QUAL Position: Q2 2026 in Review

Financial Life Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.4% in Q2 2026, selling an estimated $253K and leaving 48,200 shares worth $10.6M. The position accounts for 3.01% of the portfolio, ranked #12.

Financial Life Advisors first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. 822 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Financial Life Advisors held 48,200 shares of iShares MSCI USA Quality Factor ETF worth $10.6M as of Q2 2026.
  • Financial Life Advisors sold 1,205 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $253K.
  • iShares MSCI USA Quality Factor ETF made up 3.01% of Financial Life Advisors's portfolio in Q2 2026, its #12 holding.
  • Financial Life Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.