Focus Financial Network
QUAL icon

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
Q3 		$11.8M Sell
52,889
-1,366
-3% -$302K 0.36% 52
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
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 13.72% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Focus Financial Network's QUAL Position: Q3 2026 in Review

Focus Financial Network reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.5% in Q3 2026, selling an estimated $302K and leaving 52,889 shares worth $11.8M. The position accounts for 0.36% of the portfolio, ranked #52.

Focus Financial Network first reported a position in QUAL in Q1 2019 and has held it in 29 quarters since. The position peaked at $21.8M in Q4 2025. 471 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Focus Financial Network held 52,889 shares of iShares MSCI USA Quality Factor ETF worth $11.8M as of Q3 2026.
  • Focus Financial Network sold 1,366 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $302K.
  • iShares MSCI USA Quality Factor ETF made up 0.36% of Focus Financial Network's portfolio in Q3 2026, its #52 holding.
  • Focus Financial Network first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2019 and has held it in 29 quarters since.
  • Focus Financial Network's iShares MSCI USA Quality Factor ETF position peaked at $21.8M in Q4 2025.
  • 471 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

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