HMV Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

HMV Wealth Advisors’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	$5.44M	Sell	24,800 -380	-2%	-$79.7K	2.12%	14
2026 Q1	$4.83M	Sell	25,180 -155	-0.6%	-$31.1K	2.27%	13
2025 Q4	$5.03M	Sell	25,335 -160	-0.6%	-$31.4K	2.52%	13
2025 Q3	$4.96M	Sell	25,495 -350	-1%	-$65.7K	2.73%	11
2025 Q2	$4.72M	Buy	+25,845	New	+$4.46M	3.1%	11

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

HMV Wealth Advisors's QUAL Position: Q2 2026 in Review

HMV Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.5% in Q2 2026, selling an estimated $79.7K and leaving 24,800 shares worth $5.44M. The position accounts for 2.12% of the portfolio, ranked #14.

HMV Wealth Advisors first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

HMV Wealth Advisors held 24,800 shares of iShares MSCI USA Quality Factor ETF worth $5.44M as of Q2 2026.
HMV Wealth Advisors sold 380 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $79.7K.
iShares MSCI USA Quality Factor ETF made up 2.12% of HMV Wealth Advisors's portfolio in Q2 2026, its #14 holding.
HMV Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.