Focus Financial Network’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Focus Financial Network’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	$11.9M	Sell	54,255 -23,569	-30%	-$4.94M	0.37%	53
2026 Q1	$14.9M	Sell	77,824 -32,099	-29%	-$6.43M	0.54%	40
2025 Q4	$21.8M	Buy	109,923 +17	+0%	+$3.34K	0.76%	23
2025 Q3	$21.4M	Buy	109,906 +859	+0.8%	+$161K	0.76%	23
2025 Q2	$19.9M	Buy	109,047 +2,450	+2%	+$423K	0.79%	21
2025 Q1	$18.2M	Buy	106,597 +19,308	+22%	+$3.46M	0.74%	26
2024 Q4	$15.5M	Sell	87,289 -5,831	-6%	-$1.06M	0.62%	33
2024 Q3	$16.7M	Buy	93,120 +717	+0.8%	+$124K	0.68%	27
2024 Q2	$16M	Sell	92,403 -4,630	-5%	-$760K	0.68%	29
2024 Q1	$15.2M	Buy	97,033 +12,386	+15%	+$1.94M	0.74%	27
2023 Q4	$12.5M	Sell	84,647 -828	-1%	-$115K	0.47%	41
2023 Q3	$11.3M	Sell	85,475 -13,115	-13%	-$1.79M	0.64%	33
2023 Q2	$13.3M	Buy	98,590 +2,602	+3%	+$331K	0.74%	26
2023 Q1	$11.9M	Buy	95,988 +66,974	+231%	+$8.04M	0.74%	27
2022 Q4	$3.31M	Buy	29,014 +1,040	+4%	+$118K	0.27%	78
2022 Q3	$2.92M	Buy	27,974 +1,192	+4%	+$139K	0.25%	84
2022 Q2	$2.99M	Sell	26,782 -1,533	-5%	-$187K	0.25%	86
2022 Q1	$3.81M	Buy	28,315 +26,041	+1,145%	+$3.46M	0.27%	77
2021 Q4	$331K	Buy	2,274 +88	+4%	+$12.4K	0.05%	276
2021 Q3	$288K	Buy	+2,186	New	+$301K	0.04%	347
2021 Q1	–	Sell	-30,340	Closed	-$3.53M	–	499
2020 Q4	$3.53M	Buy	30,340 +11,464	+61%	+$1.26M	0.31%	67
2020 Q3	$1.96M	Sell	18,876 -21,149	-53%	-$2.17M	0.18%	116
2020 Q2	$3.84M	Sell	40,025 -4,194	-9%	-$385K	0.43%	53
2020 Q1	$3.58M	Buy	44,219 +34,323	+347%	+$3.28M	0.48%	48
2019 Q4	$999K	Buy	9,896 +612	+7%	+$58.9K	0.12%	155
2019 Q3	$858K	Buy	9,284 +3,907	+73%	+$359K	0.12%	153
2019 Q2	$492K	Buy	5,377 +2,800	+109%	+$252K	0.07%	217
2019 Q1	$228K	Buy	+2,577	New	+$217K	0.04%	325

Other funds holding QUAL

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Focus Financial Network's QUAL Position: Q2 2026 in Review

Focus Financial Network reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 30% in Q2 2026, selling an estimated $4.94M and leaving 54,255 shares worth $11.9M. The position accounts for 0.37% of the portfolio, ranked #53.

Focus Financial Network first reported a position in QUAL in Q1 2019 and has held it in 28 quarters since. The position peaked at $21.8M in Q4 2025. 306 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Focus Financial Network held 54,255 shares of iShares MSCI USA Quality Factor ETF worth $11.9M as of Q2 2026.
Focus Financial Network sold 23,569 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $4.94M.
iShares MSCI USA Quality Factor ETF made up 0.37% of Focus Financial Network's portfolio in Q2 2026, its #53 holding.
Focus Financial Network first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2019 and has held it in 28 quarters since.
Focus Financial Network's iShares MSCI USA Quality Factor ETF position peaked at $21.8M in Q4 2025.
306 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.