GI
QUAL icon

GAMMA Investing’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

GAMMA Investing’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 		$404K Buy
1,840
+79
+4% +$16.6K 0.02% 771
2026
Q1 		$338K Buy
1,761
+45
+3% +$9.02K 0.02% 778
2025
Q4 		$341K Buy
1,716
+58
+3% +$11.4K 0.02% 706
2025
Q3 		$322K Hold
1,658
– – 0.02% 680
2025
Q2 		$303K Hold
1,658
– – 0.02% 672
2025
Q1 		$283K Sell
1,658
-67
-4% -$12K 0.02% 604
2024
Q4 		$307K Buy
1,725
+55
+3% +$9.99K 0.03% 532
2024
Q3 		$299K Buy
1,670
+58
+4% +$10.1K 0.03% 466
2024
Q2 		$275K Buy
1,612
+447
+38% +$73.4K 0.04% 410
2024
Q1 		$191K Buy
1,165
+293
+34% +$45.8K 0.04% 402
2023
Q4 		$131K Buy
+872
New +$121K 0.04% 436

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

GAMMA Investing's QUAL Position: Q2 2026 in Review

GAMMA Investing increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.5% in Q2 2026, buying an estimated $16.6K and bringing the position to 1,840 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #771.

GAMMA Investing first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • GAMMA Investing held 1,840 shares of iShares MSCI USA Quality Factor ETF worth $404K as of Q2 2026.
  • GAMMA Investing bought 79 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $16.6K.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #771 holding.
  • GAMMA Investing first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.