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Gilpin Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Gilpin Wealth Management’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
Q3 		$5.56K Hold
25
– – ﹤0.01% 414
2026
Q2 		$5.49K Sell
25
-8
-24% -$1.68K ﹤0.01% 362
2026
Q1 		$6.33K Sell
33
-4
-11% -$802 0.01% 333
2025
Q4 		$7.35K Buy
+37
New +$7.27K 0.01% 313

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Gilpin Wealth Management's QUAL Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q3 2026 at 25 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Gilpin Wealth Management first reported a position in QUAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.35K in Q4 2025. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Gilpin Wealth Management held 25 shares of iShares MSCI USA Quality Factor ETF worth $5.56K as of Q3 2026.
  • Gilpin Wealth Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #414 holding.
  • Gilpin Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $7.35K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.