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

First Financial Group’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	$623K	Buy	2,839 +1	+0%	+$210	0.45%	38
2026 Q1	$544K	Buy	2,838 +1	+0%	+$200	0.44%	37
2025 Q4	$564K	Buy	2,837 +1	+0%	+$196	0.48%	38
2025 Q3	$552K	Hold	2,836	–	–	0.48%	38
2025 Q2	$519K	Sell	2,836 -99	-3%	-$17.1K	0.51%	35
2025 Q1	$502K	Sell	2,935 -60	-2%	-$10.7K	0.57%	31
2024 Q4	$533K	Buy	+2,995	New	+$544K	0.59%	30

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

First Financial Group's QUAL Position: Q2 2026 in Review

First Financial Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.04% in Q2 2026, buying an estimated $210 and bringing the position to 2,839 shares worth $623K. The position accounts for 0.45% of the portfolio, ranked #38.

First Financial Group first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

First Financial Group held 2,839 shares of iShares MSCI USA Quality Factor ETF worth $623K as of Q2 2026.
First Financial Group bought 1 iShares MSCI USA Quality Factor ETF share in Q2 2026, an estimated $210.
iShares MSCI USA Quality Factor ETF made up 0.45% of First Financial Group's portfolio in Q2 2026, its #38 holding.
First Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on First Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.