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

Hughes 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	$12.5M	Sell	56,740 -2,149	-4%	-$451K	1.65%	11
2026 Q1	$11.3M	Sell	58,889 -1,553	-3%	-$311K	1.74%	11
2025 Q4	$12M	Sell	60,442 -151,544	-71%	-$29.8M	1.89%	11
2025 Q3	$41.5M	Buy	211,986 +1,805	+0.9%	+$339K	6.61%	7
2025 Q2	$39M	Buy	210,181 +17,158	+9%	+$2.96M	6.69%	6
2025 Q1	$33.1M	Buy	193,023 +2,987	+2%	+$535K	6.47%	5
2024 Q4	$33.8M	Buy	+190,036	New	+$34.5M	6.95%	5

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

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

Hughes Financial Services reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.6% in Q2 2026, selling an estimated $451K and leaving 56,740 shares worth $12.5M. The position accounts for 1.65% of the portfolio, ranked #11.

Hughes Financial Services first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.5M in Q3 2025. 501 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Hughes Financial Services held 56,740 shares of iShares MSCI USA Quality Factor ETF worth $12.5M as of Q2 2026.
Hughes Financial Services sold 2,149 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $451K.
iShares MSCI USA Quality Factor ETF made up 1.65% of Hughes Financial Services's portfolio in Q2 2026, its #11 holding.
Hughes Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's iShares MSCI USA Quality Factor ETF position peaked at $41.5M in Q3 2025.
501 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.