GI
QUAL icon

Gradient Investments’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Gradient Investments’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 		– Sell
-1,061
Closed -$204K – 466
2026
Q1 		$204K Sell
1,061
-892
-46% -$179K ﹤0.01% 417
2025
Q4 		$388K Sell
1,953
-354
-15% -$69.6K 0.01% 295
2025
Q3 		$449K Sell
2,307
-373,149
-99% -$70M 0.01% 305
2025
Q2 		$68.6M Buy
375,456
+3,241
+0.9% +$559K 1.25% 18
2025
Q1 		$63.6M Buy
372,215
+32,676
+10% +$5.85M 1.28% 20
2024
Q4 		$60.5M Buy
339,539
+7,455
+2% +$1.35M 1.22% 21
2024
Q3 		$59.5M Buy
332,084
+4,311
+1% +$748K 1.24% 22
2024
Q2 		$56M Sell
327,773
-105,009
-24% -$17.2M 1.26% 19
2024
Q1 		$71.1M Sell
432,782
-22,629
-5% -$3.54M 1.65% 11
2023
Q4 		$67M Buy
455,411
+11,012
+2% +$1.52M 1.62% 10
2023
Q3 		$58.6M Buy
444,399
+117,431
+36% +$16M 1.55% 12
2023
Q2 		$44.1M Sell
326,968
-86,873
-21% -$11.1M 1.14% 19
2023
Q1 		$51.3M Sell
413,841
-13,378
-3% -$1.61M 1.4% 13
2022
Q4 		$48.7M Buy
427,219
+2,398
+0.6% +$272K 1.53% 12
2022
Q3 		$44.2M Buy
424,821
+424,795
+1,633,827% +$49.7M 1.35% 15
2022
Q2 		$3K Buy
+26
New +$3.17K ﹤0.01% 997
2020
Q3 		– Sell
-18
Closed -$2K – 1205
2020
Q2 		$2K Buy
+18
New +$1.65K ﹤0.01% 906
2018
Q4 		– Sell
-192
Closed -$17K – 1057
2018
Q3 		$17K Buy
+192
New +$16.9K ﹤0.01% 535
2018
Q1 		– Sell
-140
Closed -$12K – 1128
2017
Q4 		$12K Buy
+140
New +$11.3K ﹤0.01% 564

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Gradient Investments's QUAL Position: Q2 2026 in Review

Gradient Investments sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 1,061 shares — an estimated $204K sold.

Gradient Investments first reported a position in QUAL in Q4 2017 and held it in 19 quarters. The position peaked at $71.1M in Q1 2024. 402 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Gradient Investments reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Gradient Investments sold 1,061 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $204K.
  • Gradient Investments first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2017 and held it in 19 quarters.
  • Gradient Investments's iShares MSCI USA Quality Factor ETF position peaked at $71.1M in Q1 2024.
  • 402 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.