Gen-Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.99M Buy
26,027
+1,541
+6% +$309K 1.57% 8
2025
Q4
$4.86M Sell
24,486
-16,366
-40% -$3.22M 1.56% 10
2025
Q3
$7.95M Buy
40,852
+247
+0.6% +$46.3K 2.68% 4
2025
Q2
$7.42M Buy
40,605
+2,685
+7% +$463K 2.87% 5
2025
Q1
$6.48M Buy
37,920
+2,464
+7% +$441K 2.71% 4
2024
Q4
$6.31M Buy
35,456
+1,314
+4% +$239K 2.71% 5
2024
Q3
$6.13M Buy
34,142
+1,592
+5% +$276K 2.68% 5
2024
Q2
$5.56M Buy
32,550
+221
+0.7% +$36.3K 2.69% 5
2024
Q1
$5.31M Buy
+32,329
New +$5.05M 2.63% 3

Other funds holding QUAL

Gen-Wealth Partners's QUAL Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 6.3% in Q1 2026, buying an estimated $309K and bringing the position to 26,027 shares worth $4.99M. The position accounts for 1.57% of the portfolio, ranked #8.

Gen-Wealth Partners first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.95M in Q3 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Gen-Wealth Partners held 26,027 shares of iShares MSCI USA Quality Factor ETF worth $4.99M as of Q1 2026.
  • Gen-Wealth Partners bought 1,541 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $309K.
  • iShares MSCI USA Quality Factor ETF made up 1.57% of Gen-Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • Gen-Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $7.95M in Q3 2025.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.