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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
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

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

Holos Integrated Wealth's QUAL Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 77 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #224.

Holos Integrated Wealth first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Holos Integrated Wealth held 77 shares of iShares MSCI USA Quality Factor ETF worth $16.8K as of Q2 2026.
  • Holos Integrated Wealth 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 Holos Integrated Wealth's portfolio in Q2 2026, its #224 holding.
  • Holos Integrated Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.