FourThought Financial Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

FourThought Financial Partners’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	$1.43M	Sell	6,494 -16	-0.2%	-$3.35K	0.11%	123
2026 Q1	$1.25M	Sell	6,510 -6	-0.1%	-$1.2K	0.11%	123
2025 Q4	$1.29M	Buy	6,516 +16	+0.2%	+$3.14K	0.11%	120
2025 Q3	$1.26M	Sell	6,500 -5	-0.1%	-$938	0.11%	118
2025 Q2	$1.19M	Sell	6,505 -1	-0%	-$173	0.12%	122
2025 Q1	$1.11M	Sell	6,506 -955	-13%	-$171K	0.12%	121
2024 Q4	$1.33M	Buy	7,461 +4	+0.1%	+$727	0.14%	117
2024 Q3	$1.34M	Sell	7,457 -325	-4%	-$56.4K	0.16%	98
2024 Q2	$1.33M	Sell	7,782 -12	-0.2%	-$1.97K	0.17%	93
2024 Q1	$1.28M	Sell	7,794 -170	-2%	-$26.6K	0.15%	111
2023 Q4	$1.17M	Sell	7,964 -639	-7%	-$88.5K	0.15%	114
2023 Q3	$1.13M	Sell	8,603 -13,728	-61%	-$1.87M	0.16%	103
2023 Q2	$3.01M	Sell	22,331 -5,846	-21%	-$744K	0.4%	69
2023 Q1	$3.5M	Sell	28,177 -617	-2%	-$74.1K	0.48%	62
2022 Q4	$3.28M	Buy	+28,794	New	+$3.27M	0.48%	60

Other funds holding QUAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FourThought Financial Partners's QUAL Position: Q2 2026 in Review

FourThought Financial Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.25% in Q2 2026, selling an estimated $3.35K and leaving 6,494 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #123.

FourThought Financial Partners first reported a position in QUAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.5M in Q1 2023. 1,447 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

FourThought Financial Partners held 6,494 shares of iShares MSCI USA Quality Factor ETF worth $1.43M as of Q2 2026.
FourThought Financial Partners sold 16 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.35K.
iShares MSCI USA Quality Factor ETF made up 0.11% of FourThought Financial Partners's portfolio in Q2 2026, its #123 holding.
FourThought Financial Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 15 quarters since.
FourThought Financial Partners's iShares MSCI USA Quality Factor ETF position peaked at $3.5M in Q1 2023.
1,447 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.