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Financial Partners Group (Kansas)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Financial Partners Group (Kansas)’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 		$24.6M Buy
112,092
+4,845
+5% +$1.02M 2.5% 12
2026
Q1 		$20.6M Buy
107,247
+3,197
+3% +$641K 2.46% 11
2025
Q4 		$21.1M Buy
104,050
+7,572
+8% +$1.49M 2.44% 11
2025
Q3 		$18.8M Buy
96,478
+4,100
+4% +$769K 2.34% 13
2025
Q2 		$16.9M Buy
92,378
+9,694
+12% +$1.67M 2.34% 13
2025
Q1 		$14.1M Buy
82,684
+7,840
+10% +$1.4M 2.18% 14
2024
Q4 		$13.3M Buy
74,844
+52,179
+230% +$9.48M 1.94% 18
2024
Q3 		$4.06M Buy
22,665
+1,598
+8% +$277K 0.6% 39
2024
Q2 		$3.6M Buy
21,067
+5,810
+38% +$954K 0.57% 37
2024
Q1 		$2.51M Buy
15,257
+5,192
+52% +$811K 0.4% 40
2023
Q4 		$1.48M Buy
10,065
+18
+0.2% +$2.49K 0.27% 45
2023
Q3 		$1.36M Buy
10,047
+102
+1% +$13.9K 0.28% 42
2023
Q2 		$1.36M Sell
9,945
-45
-0.5% -$5.72K 0.28% 45
2023
Q1 		$1.24M Sell
9,990
-49
-0.5% -$5.88K 0.28% 48
2022
Q4 		$1.25M Buy
10,039
+605
+6% +$68.6K 0.27% 50
2022
Q3 		$981K Buy
9,434
+821
+10% +$96K 0.26% 49
2022
Q2 		$962K Buy
8,613
+1,568
+22% +$191K 0.24% 55
2022
Q1 		$948K Buy
7,045
+216
+3% +$28.7K 0.21% 61
2021
Q4 		$925K Buy
6,829
+2,995
+78% +$423K 0.2% 67
2021
Q3 		$505K Buy
3,834
+1,395
+57% +$192K 0.12% 90
2021
Q2 		$324K Sell
2,439
-109
-4% -$14K 0.08% 113
2021
Q1 		$310K Buy
2,548
+117
+5% +$13.8K 0.09% 110
2020
Q4 		$285K Sell
2,431
-26
-1% -$2.86K 0.09% 102
2020
Q3 		$255K Buy
+2,457
New +$252K 0.09% 100
2020
Q1 		– Sell
-5,065
Closed -$518K – 81
2019
Q4 		$518K Buy
5,065
+285
+6% +$27.4K 0.2% 48
2019
Q3 		$442K Buy
4,780
+710
+17% +$65.3K 0.2% 47
2019
Q2 		$372K Buy
4,070
+15
+0.4% +$1.35K 0.17% 53
2019
Q1 		$359K Buy
4,055
+1,125
+38% +$94.7K 0.19% 60
2018
Q4 		$225K Buy
+2,930
New +$243K 0.15% 65

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Partners Group (Kansas)'s QUAL Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.5% in Q2 2026, buying an estimated $1.02M and bringing the position to 112,092 shares worth $24.6M. The position accounts for 2.5% of the portfolio, ranked #12.

Financial Partners Group (Kansas) first reported a position in QUAL in Q4 2018 and has held it in 29 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Financial Partners Group (Kansas) held 112,092 shares of iShares MSCI USA Quality Factor ETF worth $24.6M as of Q2 2026.
  • Financial Partners Group (Kansas) bought 4,845 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.02M.
  • iShares MSCI USA Quality Factor ETF made up 2.5% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #12 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and has held it in 29 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.