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

Gen-Wealth Partners’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 		$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

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

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.