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Galvin Gaustad & Stein’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Galvin Gaustad & Stein’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 		$1.38M Sell
6,189
-33
-0.5% -$7.3K 0.1% 115
2026
Q2 		$1.37M Buy
6,222
+160
+3% +$33.6K 0.1% 120
2026
Q1 		$1.16M Sell
6,062
-299
-5% -$59.9K 0.09% 121
2025
Q4 		$1.26M Buy
6,361
+4,392
+223% +$863K 0.1% 109
2025
Q3 		$383K Sell
1,969
-126
-6% -$23.6K 0.03% 153
2025
Q2 		$383K Buy
2,095
+54
+3% +$9.32K 0.03% 148
2025
Q1 		$349K Buy
2,041
+206
+11% +$36.9K 0.03% 150
2024
Q4 		$327K Buy
1,835
+101
+6% +$18.3K 0.03% 150
2024
Q3 		$311K Buy
1,734
+84
+5% +$14.6K 0.03% 147
2024
Q2 		$282K Buy
+1,650
New +$271K 0.03% 153

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Galvin Gaustad & Stein's QUAL Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.53% in Q3 2026, selling an estimated $7.3K and leaving 6,189 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #115.

Galvin Gaustad & Stein first reported a position in QUAL in Q2 2024 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Galvin Gaustad & Stein held 6,189 shares of iShares MSCI USA Quality Factor ETF worth $1.38M as of Q3 2026.
  • Galvin Gaustad & Stein sold 33 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $7.3K.
  • iShares MSCI USA Quality Factor ETF made up 0.1% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #115 holding.
  • Galvin Gaustad & Stein first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 10 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.