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Garde Capital’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Garde Capital’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 		$297K Buy
1,354
+5
+0.4% +$1.05K 0.01% 205
2026
Q1 		$259K Buy
1,349
+119
+10% +$23.9K 0.02% 176
2025
Q4 		$244K Hold
1,230
– – 0.01% 197
2025
Q3 		$239K Hold
1,230
– – 0.01% 219
2025
Q2 		$225K Hold
1,230
– – 0.01% 214
2025
Q1 		$210K Hold
1,230
– – 0.01% 218
2024
Q4 		$219K Hold
1,230
– – 0.01% 206
2024
Q3 		$221K Hold
1,230
– – 0.01% 200
2024
Q2 		$210K Hold
1,230
– – 0.01% 199
2024
Q1 		$202K Hold
1,230
– – 0.01% 204
2023
Q4 		$181K Buy
+1,230
New +$170K 0.01% 211

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Garde Capital's QUAL Position: Q2 2026 in Review

Garde Capital increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.37% in Q2 2026, buying an estimated $1.05K and bringing the position to 1,354 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #205.

Garde Capital first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. 1,198 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Garde Capital held 1,354 shares of iShares MSCI USA Quality Factor ETF worth $297K as of Q2 2026.
  • Garde Capital bought 5 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.05K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Garde Capital's portfolio in Q2 2026, its #205 holding.
  • Garde Capital first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,198 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.