FPW
QUAL icon

Flywheel Private Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Flywheel Private Wealth’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 		$6.6M Buy
30,071
+900
+3% +$189K 3.25% 7
2026
Q1 		$5.6M Buy
29,171
+200
+0.7% +$40.1K 3.19% 8
2025
Q4 		$5.75M Buy
28,971
+14,671
+103% +$2.88M 3.59% 7
2025
Q3 		$2.78M Buy
14,300
+250
+2% +$46.9K 2.17% 14
2025
Q2 		$2.57M Hold
14,050
– – 2.06% 14
2025
Q1 		$2.4M Sell
14,050
-90
-0.6% -$16.1K 2.19% 13
2024
Q4 		$2.52M Buy
+14,140
New +$2.57M 2.31% 13

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
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
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
FG
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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Flywheel Private Wealth's QUAL Position: Q2 2026 in Review

Flywheel Private Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.1% in Q2 2026, buying an estimated $189K and bringing the position to 30,071 shares worth $6.6M. The position accounts for 3.25% of the portfolio, ranked #7.

Flywheel Private Wealth 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.

  • Flywheel Private Wealth held 30,071 shares of iShares MSCI USA Quality Factor ETF worth $6.6M as of Q2 2026.
  • Flywheel Private Wealth bought 900 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $189K.
  • iShares MSCI USA Quality Factor ETF made up 3.25% of Flywheel Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Flywheel Private Wealth 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 Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.