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Heritage Wealth Architects’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Heritage Wealth Architects’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 		$2.32M Sell
10,357
-786
-7% -$174K 0.95% 15
2026
Q2 		$2.44M Sell
11,143
-120
-1% -$25.2K 0.97% 16
2026
Q1 		$2.33M Sell
11,263
-231
-2% -$46.3K 0.97% 17
2025
Q4 		$2.33M Sell
11,494
-157
-1% -$30.8K 1.09% 15
2025
Q3 		$2.27M Sell
11,651
-349
-3% -$65.5K 1.4% 13
2025
Q2 		$2.19M Buy
12,000
+17
+0.1% +$2.93K 1.62% 13
2025
Q1 		$2.05M Buy
+11,983
New +$2.15M 1.99% 10

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

Heritage Wealth Architects's QUAL Position: Q3 2026 in Review

Heritage Wealth Architects reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 7.1% in Q3 2026, selling an estimated $174K and leaving 10,357 shares worth $2.32M. The position accounts for 0.95% of the portfolio, ranked #15.

Heritage Wealth Architects first reported a position in QUAL in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.44M in Q2 2026. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Heritage Wealth Architects held 10,357 shares of iShares MSCI USA Quality Factor ETF worth $2.32M as of Q3 2026.
  • Heritage Wealth Architects sold 786 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $174K.
  • iShares MSCI USA Quality Factor ETF made up 0.95% of Heritage Wealth Architects's portfolio in Q3 2026, its #15 holding.
  • Heritage Wealth Architects first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 7 quarters since.
  • Heritage Wealth Architects's iShares MSCI USA Quality Factor ETF position peaked at $2.44M in Q2 2026.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.