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Fortune Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Fortune Financial 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 		$514K Buy
2,343
+1
+0% +$210 0.22% 99
2026
Q1 		$449K Buy
2,342
+1
+0% +$200 0.23% 91
2025
Q4 		$465K Sell
2,341
-7
-0.3% -$1.38K 0.31% 66
2025
Q3 		$457K Buy
2,348
+1
+0% +$188 0.34% 63
2025
Q2 		$429K Buy
2,347
+1
+0% +$173 0.35% 68
2025
Q1 		$401K Sell
2,346
-715
-23% -$128K 0.35% 65
2024
Q4 		$545K Buy
3,061
+1
+0% +$182 0.5% 55
2024
Q3 		$549K Sell
3,060
-19
-0.6% -$3.29K 0.5% 55
2024
Q2 		$526K Sell
3,079
-38
-1% -$6.24K 0.32% 80
2024
Q1 		$512K Sell
3,117
-68
-2% -$10.6K 0.32% 82
2023
Q4 		$469K Buy
3,185
+4
+0.1% +$554 0.33% 77
2023
Q3 		$419K Sell
3,181
-100
-3% -$13.7K 0.32% 81
2023
Q2 		$442K Buy
+3,281
New +$417K 0.33% 77

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

Fortune Financial Advisors's QUAL Position: Q2 2026 in Review

Fortune Financial Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.04% in Q2 2026, buying an estimated $210 and bringing the position to 2,343 shares worth $514K. The position accounts for 0.22% of the portfolio, ranked #99.

Fortune Financial Advisors first reported a position in QUAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $549K in Q3 2024. 845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Fortune Financial Advisors held 2,343 shares of iShares MSCI USA Quality Factor ETF worth $514K as of Q2 2026.
  • Fortune Financial Advisors bought 1 iShares MSCI USA Quality Factor ETF share in Q2 2026, an estimated $210.
  • iShares MSCI USA Quality Factor ETF made up 0.22% of Fortune Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Fortune Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • Fortune Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $549K in Q3 2024.
  • 845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.