FHC
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First Heartland Consultants’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

First Heartland Consultants’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
Q3 		$1.52M Buy
6,854
+4,135
+152% +$915K 0.1% 169
2026
Q2 		$597K Sell
2,719
-6,693
-71% -$1.4M 0.04% 294
2026
Q1 		$1.81M Buy
9,412
+309
+3% +$61.9K 0.14% 136
2025
Q4 		$1.81M Sell
9,103
-6,490
-42% -$1.28M 0.14% 125
2025
Q3 		$3.03M Sell
15,593
-3,078
-16% -$578K 0.24% 89
2025
Q2 		$3.41M Buy
18,671
+6,351
+52% +$1.1M 0.3% 75
2025
Q1 		$2.11M Sell
12,320
-9,016
-42% -$1.61M 0.22% 95
2024
Q4 		$3.8M Buy
21,336
+10,041
+89% +$1.82M 0.39% 59
2024
Q3 		$2.02M Buy
11,295
+1,983
+21% +$344K 0.22% 89
2024
Q2 		$1.59M Buy
9,312
+2,846
+44% +$467K 0.11% 129
2024
Q1 		$1.06M Buy
6,466
+1,598
+33% +$250K 0.11% 160
2023
Q4 		$716K Sell
4,868
-170
-3% -$23.5K 0.09% 173
2023
Q3 		$664K Sell
5,038
-2,698
-35% -$368K 0.08% 176
2023
Q2 		$1.04M Buy
7,736
+192
+3% +$24.4K 0.14% 136
2023
Q1 		$936K Buy
+7,544
New +$906K 0.14% 139
2020
Q2 		– Sell
-2,819
Closed -$228K – 298
2020
Q1 		$228K Buy
+2,819
New +$269K 0.06% 216

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

First Heartland Consultants's QUAL Position: Q3 2026 in Review

First Heartland Consultants increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 152% in Q3 2026, buying an estimated $915K and bringing the position to 6,854 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #169.

First Heartland Consultants first reported a position in QUAL in Q1 2020 and has held it in 16 quarters since. The position peaked at $3.8M in Q4 2024. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • First Heartland Consultants held 6,854 shares of iShares MSCI USA Quality Factor ETF worth $1.52M as of Q3 2026.
  • First Heartland Consultants bought 4,135 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $915K.
  • iShares MSCI USA Quality Factor ETF made up 0.1% of First Heartland Consultants's portfolio in Q3 2026, its #169 holding.
  • First Heartland Consultants first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 16 quarters since.
  • First Heartland Consultants's iShares MSCI USA Quality Factor ETF position peaked at $3.8M in Q4 2024.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.