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First Citizens Financial Corp’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

First Citizens Financial Corp’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 		$5.65M Buy
25,763
+2,617
+11% +$549K 2.36% 10
2026
Q1 		$4.44M Buy
23,146
+3,310
+17% +$663K 2.1% 15
2025
Q4 		$3.94M Sell
19,836
-1,036
-5% -$204K 1.95% 14
2025
Q3 		$4.06M Buy
20,872
+1,277
+7% +$240K 2.01% 15
2025
Q2 		$3.58M Sell
19,595
-1,023
-5% -$177K 1.97% 15
2025
Q1 		$3.52M Sell
20,618
-1,170
-5% -$209K 1.99% 13
2024
Q4 		$3.88M Buy
21,788
+852
+4% +$155K 2.11% 16
2024
Q3 		$3.75M Buy
20,936
+299
+1% +$51.9K 1.99% 16
2024
Q2 		$3.52M Buy
20,637
+1,779
+9% +$292K 2.09% 14
2024
Q1 		$3.1M Buy
18,858
+628
+3% +$98.1K 1.84% 19
2023
Q4 		$2.68M Buy
18,230
+1,900
+12% +$263K 1.72% 20
2023
Q3 		$2.15M Sell
16,330
-127
-0.8% -$17.3K 1.52% 21
2023
Q2 		$2.22M Buy
+16,457
New +$2.09M 1.51% 21
2022
Q4 		$987K Buy
8,664
+397
+5% +$45K 0.85% 30
2022
Q3 		$859K Buy
8,267
+231
+3% +$27K 0.85% 26
2022
Q2 		$898K Buy
8,036
+141
+2% +$17.2K 0.79% 27
2022
Q1 		$1.06M Buy
7,895
+5,592
+243% +$743K 0.8% 29
2021
Q4 		$335K Buy
2,303
+38
+2% +$5.37K 0.24% 73
2021
Q3 		$298K Buy
2,265
+405
+22% +$55.7K 0.24% 77
2021
Q2 		$247K Buy
+1,860
New +$238K 0.19% 97

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

First Citizens Financial Corp's QUAL Position: Q2 2026 in Review

First Citizens Financial Corp increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 11% in Q2 2026, buying an estimated $549K and bringing the position to 25,763 shares worth $5.65M. The position accounts for 2.36% of the portfolio, ranked #10.

First Citizens Financial Corp first reported a position in QUAL in Q2 2021 and has held it in 20 quarters since. 510 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • First Citizens Financial Corp held 25,763 shares of iShares MSCI USA Quality Factor ETF worth $5.65M as of Q2 2026.
  • First Citizens Financial Corp bought 2,617 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $549K.
  • iShares MSCI USA Quality Factor ETF made up 2.36% of First Citizens Financial Corp's portfolio in Q2 2026, its #10 holding.
  • First Citizens Financial Corp first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and has held it in 20 quarters since.
  • 510 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.