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Green Ridge Wealth Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Green Ridge Wealth Planning’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 		$7.81M Sell
35,130
-375
-1% -$83K 3.13% 9
2026
Q2 		$7.79M Sell
35,505
-5,953
-14% -$1.25M 3.28% 9
2026
Q1 		$7.95M Sell
41,458
-1,168
-3% -$234K 4.18% 9
2025
Q4 		$8.47M Buy
+42,626
New +$8.38M 4.33% 8

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
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
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Green Ridge Wealth Planning's QUAL Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.1% in Q3 2026, selling an estimated $83K and leaving 35,130 shares worth $7.81M. The position accounts for 3.13% of the portfolio, ranked #9.

Green Ridge Wealth Planning first reported a position in QUAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.47M in Q4 2025. 65 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Green Ridge Wealth Planning held 35,130 shares of iShares MSCI USA Quality Factor ETF worth $7.81M as of Q3 2026.
  • Green Ridge Wealth Planning sold 375 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $83K.
  • iShares MSCI USA Quality Factor ETF made up 3.13% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #9 holding.
  • Green Ridge Wealth Planning first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's iShares MSCI USA Quality Factor ETF position peaked at $8.47M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.