BFC Planning, Inc.’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

BFC Planning, Inc.’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	$497K	Sell	8,936 -252	-3%	-$13.9K	0.02%	598
2026 Q2	$504K	Sell	9,188 -8,888	-49%	-$466K	0.02%	607
2026 Q1	$867K	Sell	18,076 -1,144	-6%	-$57.3K	0.04%	401
2025 Q4	$954K	Sell	19,220 -7,720	-29%	-$379K	0.04%	378
2025 Q3	$1.31M	Sell	26,940 -6,812	-20%	-$320K	0.09%	192
2025 Q2	$1.54M	Buy	33,752 +248	+0.7%	+$10.7K	0.12%	157
2025 Q1	$1.43M	Buy	33,504 +3,408	+11%	+$153K	0.13%	161
2024 Q4	$1.34M	Sell	30,096 -1,268	-4%	-$57.6K	0.11%	169
2024 Q3	$1.41M	Buy	+31,364	New	+$1.36M	0.12%	159

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BFC Planning, Inc.'s QUAL Position: Q3 2026 in Review

BFC Planning, Inc. reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.7% in Q3 2026, selling an estimated $13.9K and leaving 8,936 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #598.

BFC Planning, Inc. first reported a position in QUAL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.54M in Q2 2025. 1,479 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

BFC Planning, Inc. held 8,936 shares of iShares MSCI USA Quality Factor ETF worth $497K as of Q3 2026.
BFC Planning, Inc. sold 252 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $13.9K.
iShares MSCI USA Quality Factor ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q3 2026, its #598 holding.
BFC Planning, Inc. first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s iShares MSCI USA Quality Factor ETF position peaked at $1.54M in Q2 2025.
1,479 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.