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

Hoey 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 		$95.2K Hold
434
– – 0.01% 118
2026
Q1 		$83.2K Hold
434
– – 0.01% 122
2025
Q4 		$86.2K Hold
434
– – 0.01% 125
2025
Q3 		$84.4K Hold
434
– – 0.01% 129
2025
Q2 		$79.3K Hold
434
– – 0.01% 124
2025
Q1 		$74.2K Buy
+434
New +$77.7K 0.01% 114

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

Hoey Investments's QUAL Position: Q2 2026 in Review

Hoey Investments held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 434 shares worth $95.2K. The position accounts for 0.01% of the portfolio, ranked #118.

Hoey Investments first reported a position in QUAL in Q1 2025 and has held it in 6 quarters since. 1,120 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Hoey Investments held 434 shares of iShares MSCI USA Quality Factor ETF worth $95.2K as of Q2 2026.
  • Hoey Investments left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Hoey Investments's portfolio in Q2 2026, its #118 holding.
  • Hoey Investments first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,120 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.