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
Q2
$1.69M Sell
7,689
-18,338
-70% -$3.85M 0.47% 54
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: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 70% in Q2 2026, selling an estimated $3.85M and leaving 7,689 shares worth $1.69M. The position accounts for 0.47% of the portfolio, ranked #54.

Gen-Wealth Partners first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.95M in Q3 2025. 1,162 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Gen-Wealth Partners held 7,689 shares of iShares MSCI USA Quality Factor ETF worth $1.69M as of Q2 2026.
  • Gen-Wealth Partners sold 18,338 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.85M.
  • iShares MSCI USA Quality Factor ETF made up 0.47% of Gen-Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • Gen-Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $7.95M in Q3 2025.
  • 1,162 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.