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

Financial Life Planners’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	$31.7K	Buy	145 +1	+0.7%	+$210	0.02%	151
2026 Q1	$27.7K	Buy	+144	New	+$28.9K	0.02%	155
2025 Q4	–	Sell	-144	Closed	-$27.9K	–	263
2025 Q3	$27.9K	Buy	+144	New	+$27K	0.02%	171
2025 Q1	–	Sell	-143	Closed	-$25.4K	–	304
2024 Q4	$25.4K	Buy	+143	New	+$26K	0.02%	181

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

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

Financial Life Planners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.69% in Q2 2026, buying an estimated $210 and bringing the position to 145 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #151.

Financial Life Planners first reported a position in QUAL in Q4 2024 and has held it in 4 quarters since. 845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Financial Life Planners held 145 shares of iShares MSCI USA Quality Factor ETF worth $31.7K as of Q2 2026.
Financial Life Planners bought 1 iShares MSCI USA Quality Factor ETF share in Q2 2026, an estimated $210.
iShares MSCI USA Quality Factor ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #151 holding.
Financial Life Planners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 4 quarters since.
845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.