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Fort Washington Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Fort Washington Investment Advisors’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 		$20.2M Sell
91,967
-6,813
-7% -$1.43M 0.1% 212
2026
Q1 		$18.9M Sell
98,780
-8,144
-8% -$1.63M 0.1% 207
2025
Q4 		$21.2M Sell
106,924
-13,435
-11% -$2.64M 0.11% 186
2025
Q3 		$23.4M Sell
120,359
-161,188
-57% -$30.2M 0.13% 180
2025
Q2 		$51.5M Buy
281,547
+12,642
+5% +$2.18M 0.3% 83
2025
Q1 		$46M Sell
268,905
-8,372
-3% -$1.5M 0.28% 90
2024
Q4 		$49.4M Buy
277,277
+4,121
+2% +$749K 0.29% 84
2024
Q3 		$49M Buy
273,156
+20,405
+8% +$3.54M 0.3% 86
2024
Q2 		$43.2M Buy
252,751
+19,823
+9% +$3.25M 0.28% 87
2024
Q1 		$38.3M Buy
232,928
+94,711
+69% +$14.8M 0.25% 98
2023
Q4 		$20.3M Buy
138,217
+5,124
+4% +$709K 0.14% 137
2023
Q3 		$17.5M Buy
133,093
+5,873
+5% +$802K 0.13% 142
2023
Q2 		$17.2M Buy
127,220
+2,785
+2% +$354K 0.12% 143
2023
Q1 		$15.4M Sell
124,435
-25,206
-17% -$3.03M 0.12% 155
2022
Q4 		$17.1M Sell
149,641
-62,100
-29% -$7.04M 0.13% 138
2022
Q3 		$22M Buy
211,741
+69,726
+49% +$8.16M 0.18% 123
2022
Q2 		$15.9M Sell
142,015
-3,314
-2% -$404K 0.12% 138
2022
Q1 		$19.6M Buy
145,329
+6,973
+5% +$926K 0.12% 139
2021
Q4 		$20.1M Buy
138,356
+39,069
+39% +$5.52M 0.12% 141
2021
Q3 		$13.1M Buy
99,287
+6,341
+7% +$872K 0.08% 157
2021
Q2 		$12.3M Buy
92,946
+9,629
+12% +$1.23M 0.11% 156
2021
Q1 		$10.1M Buy
83,317
+9,490
+13% +$1.12M 0.1% 194
2020
Q4 		$8.58M Buy
73,827
+13,051
+21% +$1.44M 0.09% 198
2020
Q3 		$6.3M Buy
60,776
+55,609
+1,076% +$5.69M 0.07% 207
2020
Q2 		$496K Buy
+5,167
New +$474K 0.01% 373

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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Fort Washington Investment Advisors's QUAL Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 6.9% in Q2 2026, selling an estimated $1.43M and leaving 91,967 shares worth $20.2M. The position accounts for 0.1% of the portfolio, ranked #212.

Fort Washington Investment Advisors first reported a position in QUAL in Q2 2020 and has held it in 25 quarters since. The position peaked at $51.5M in Q2 2025. 697 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Fort Washington Investment Advisors held 91,967 shares of iShares MSCI USA Quality Factor ETF worth $20.2M as of Q2 2026.
  • Fort Washington Investment Advisors sold 6,813 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.43M.
  • iShares MSCI USA Quality Factor ETF made up 0.1% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #212 holding.
  • Fort Washington Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • Fort Washington Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $51.5M in Q2 2025.
  • 697 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.