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Hansen & Associates Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Hansen & Associates Financial Group’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 		$2.67M Buy
12,210
+184
+2% +$38.6K 1.53% 10
2026
Q1 		$2.32M Buy
12,026
+464
+4% +$93K 1.25% 9
2025
Q4 		$2.35M Buy
11,562
+859
+8% +$169K 1.29% 10
2025
Q3 		$2.1M Buy
+10,703
New +$2.01M 0.88% 15

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

Hansen & Associates Financial Group's QUAL Position: Q2 2026 in Review

Hansen & Associates Financial Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.5% in Q2 2026, buying an estimated $38.6K and bringing the position to 12,210 shares worth $2.67M. The position accounts for 1.53% of the portfolio, ranked #10.

Hansen & Associates Financial Group first reported a position in QUAL in Q3 2025 and has held it in 4 quarters since. 1,120 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Hansen & Associates Financial Group held 12,210 shares of iShares MSCI USA Quality Factor ETF worth $2.67M as of Q2 2026.
  • Hansen & Associates Financial Group bought 184 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $38.6K.
  • iShares MSCI USA Quality Factor ETF made up 1.53% of Hansen & Associates Financial Group's portfolio in Q2 2026, its #10 holding.
  • Hansen & Associates Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,120 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Hansen & Associates Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.