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

First Pacific Financial’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 		$11.8K Hold
53
– – ﹤0.01% 399
2026
Q2 		$11.7K Buy
53
+39
+279% +$8.18K ﹤0.01% 387
2026
Q1 		$2.71K Hold
14
– – ﹤0.01% 506
2025
Q4 		$2.8K Hold
14
– – ﹤0.01% 434
2025
Q3 		$2.73K Hold
14
– – ﹤0.01% 422
2025
Q2 		$2.56K Hold
14
– – ﹤0.01% 430
2025
Q1 		$2.39K Hold
14
– – ﹤0.01% 436
2024
Q4 		$2.49K Hold
14
– – ﹤0.01% 364
2024
Q3 		$2.51K Hold
14
– – ﹤0.01% 359
2024
Q2 		$2.39K Sell
14
-12
-46% -$1.97K ﹤0.01% 345
2024
Q1 		$4.27K Sell
26
-59
-69% -$9.22K ﹤0.01% 306
2023
Q4 		$12.5K Buy
+85
New +$11.8K ﹤0.01% 242

Other funds holding QUAL

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Pacific Financial's QUAL Position: Q3 2026 in Review

First Pacific Financial held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q3 2026 at 53 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

First Pacific Financial first reported a position in QUAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.5K in Q4 2023. 282 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • First Pacific Financial held 53 shares of iShares MSCI USA Quality Factor ETF worth $11.8K as of Q3 2026.
  • First Pacific Financial left its iShares MSCI USA Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #399 holding.
  • First Pacific Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • First Pacific Financial's iShares MSCI USA Quality Factor ETF position peaked at $12.5K in Q4 2023.
  • 282 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.