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Hutchens & Kramer Investment Management Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$684K Sell
3,117
-2,840
-48% -$596K 0.18% 76
2026
Q1 		$1.14M Sell
5,957
-428
-7% -$85.8K 0.36% 50
2025
Q4 		$1.27M Sell
6,385
-2,372
-27% -$466K 0.44% 43
2025
Q3 		$1.7M Sell
8,757
-1,065
-11% -$200K 0.67% 31
2025
Q2 		$1.8M Sell
9,822
-1,045
-10% -$180K 0.83% 28
2025
Q1 		$1.86M Buy
10,867
+56
+0.5% +$10K 1.02% 22
2024
Q4 		$1.93M Buy
10,811
+319
+3% +$57.9K 1.05% 22
2024
Q3 		$1.87M Buy
10,492
+2,207
+27% +$383K 1.04% 21
2024
Q2 		$1.41M Buy
8,285
+737
+10% +$121K 0.78% 27
2024
Q1 		$1.24M Buy
7,548
+753
+11% +$118K 0.73% 24
2023
Q4 		$1,000K Sell
6,795
-127
-2% -$17.6K 0.7% 30
2023
Q3 		$914K Sell
6,922
-255
-4% -$34.8K 0.73% 32
2023
Q2 		$968K Buy
7,177
+1,775
+33% +$226K 0.77% 32
2023
Q1 		$670K Buy
5,402
+1,428
+36% +$171K 0.58% 44
2022
Q4 		$453K Buy
3,974
+39
+1% +$4.42K 0.33% 58
2022
Q3 		$420K Buy
3,935
+498
+14% +$58.2K 0.34% 54
2022
Q2 		$386K Buy
3,437
+90
+3% +$11K 0.28% 62
2022
Q1 		$451K Hold
3,347
– – 0.25% 68
2021
Q4 		$448K Buy
+3,347
New +$473K 0.28% 63

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
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

Hutchens & Kramer Investment Management Group's QUAL Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 48% in Q2 2026, selling an estimated $596K and leaving 3,117 shares worth $684K. The position accounts for 0.18% of the portfolio, ranked #76.

Hutchens & Kramer Investment Management Group first reported a position in QUAL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.93M in Q4 2024. 627 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 3,117 shares of iShares MSCI USA Quality Factor ETF worth $684K as of Q2 2026.
  • Hutchens & Kramer Investment Management Group sold 2,840 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $596K.
  • iShares MSCI USA Quality Factor ETF made up 0.18% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #76 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Hutchens & Kramer Investment Management Group's iShares MSCI USA Quality Factor ETF position peaked at $1.93M in Q4 2024.
  • 627 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.