Holos Integrated Wealth
QUAL icon

Holos Integrated Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Holos Integrated Wealth’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 		$17.3K Hold
77
– – 0.01% 230
2026
Q2 		$16.8K Hold
77
– – 0.01% 224
2026
Q1 		$14.9K Hold
77
– – 0.01% 231
2025
Q4 		$15.3K Hold
77
– – 0.01% 179
2025
Q3 		$14.7K Hold
77
– – 0.01% 174
2025
Q2 		$14.3K Hold
77
– – 0.01% 174
2025
Q1 		$13.2K Hold
77
– – 0.01% 179
2024
Q4 		$13.7K Buy
+77
New +$14K 0.01% 177

Other funds holding QUAL

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Holos Integrated Wealth's QUAL Position: Q3 2026 in Review

Holos Integrated Wealth held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q3 2026 at 77 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #230.

Holos Integrated Wealth first reported a position in QUAL in Q4 2024 and has held it in 8 quarters since. 522 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Holos Integrated Wealth held 77 shares of iShares MSCI USA Quality Factor ETF worth $17.3K as of Q3 2026.
  • Holos Integrated Wealth left its iShares MSCI USA Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #230 holding.
  • Holos Integrated Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 8 quarters since.
  • 522 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.