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Howard Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Howard Financial Services’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 		$113M Buy
513,557
+10,693
+2% +$2.24M 11.25% 1
2026
Q1 		$96.5M Sell
502,864
-4,887
-1% -$980K 10.86% 1
2025
Q4 		$101M Buy
507,751
+2,581
+0.5% +$507K 11.79% 1
2025
Q3 		$98.3M Buy
505,170
+8,224
+2% +$1.54M 12.02% 1
2025
Q2 		$90.9M Buy
496,946
+12,244
+3% +$2.11M 11.94% 1
2025
Q1 		$82.8M Buy
484,702
+29,747
+7% +$5.33M 11.28% 1
2024
Q4 		$81M Buy
454,955
+17,186
+4% +$3.12M 11.02% 1
2024
Q3 		$78.5M Buy
437,769
+52,269
+14% +$9.07M 11.33% 1
2024
Q2 		$65.8M Buy
385,500
+16,460
+4% +$2.7M 10.79% 1
2024
Q1 		$60.7M Sell
369,040
-1,795
-0.5% -$280K 10.45% 1
2023
Q4 		$54.6M Buy
370,835
+34,948
+10% +$4.84M 10.52% 1
2023
Q3 		$44.3M Buy
335,887
+1,247
+0.4% +$170K 10.15% 1
2023
Q2 		$45.1M Sell
334,640
-12,135
-3% -$1.54M 10.77% 1
2023
Q1 		$43M Sell
346,775
-9,588
-3% -$1.15M 10.48% 3
2022
Q4 		$40.6M Sell
356,363
-20,593
-5% -$2.34M 10.67% 3
2022
Q3 		$39.2M Buy
376,956
+8,254
+2% +$965K 12.7% 2
2022
Q2 		$41.2M Buy
368,702
+7,118
+2% +$869K 13.99% 2
2022
Q1 		$48.7M Buy
361,584
+40,042
+12% +$5.32M 14.42% 1
2021
Q4 		$46.8M Buy
321,542
+36,076
+13% +$5.1M 14.04% 1
2021
Q3 		$37.6M Buy
285,466
+24,876
+10% +$3.42M 14.1% 2
2021
Q2 		$34.6M Buy
260,590
+33,022
+15% +$4.23M 13.57% 3
2021
Q1 		$27.7M Buy
227,568
+50,020
+28% +$5.91M 12.45% 3
2020
Q4 		$20.6M Buy
177,548
+50,823
+40% +$5.6M 10.87% 3
2020
Q3 		$13.1M Buy
126,725
+30,467
+32% +$3.12M 8.5% 3
2020
Q2 		$9.23M Buy
96,258
+75,770
+370% +$6.96M 6.56% 4
2020
Q1 		$1.66M Buy
20,488
+18,170
+784% +$1.73M 1.47% 14
2019
Q4 		$234K Buy
+2,318
New +$223K 0.14% 84

Other funds holding QUAL

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
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
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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Howard Financial Services's QUAL Position: Q2 2026 in Review

Howard Financial Services increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.1% in Q2 2026, buying an estimated $2.24M and bringing the position to 513,557 shares worth $113M. The position accounts for 11.25% of the portfolio, ranked #1.

Howard Financial Services first reported a position in QUAL in Q4 2019 and has held it in 27 quarters since. 691 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Howard Financial Services held 513,557 shares of iShares MSCI USA Quality Factor ETF worth $113M as of Q2 2026.
  • Howard Financial Services bought 10,693 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2.24M.
  • iShares MSCI USA Quality Factor ETF made up 11.25% of Howard Financial Services's portfolio in Q2 2026, its #1 holding.
  • Howard Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • 691 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.