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IFC Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

IFC Advisors’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 		$246K Buy
1,119
+19
+2% +$3.98K 0.03% 162
2026
Q1 		$211K Sell
1,100
-350
-24% -$70.2K 0.03% 153
2025
Q4 		$288K Hold
1,450
– – 0.04% 138
2025
Q3 		$282K Hold
1,450
– – 0.05% 148
2025
Q2 		$265K Buy
+1,450
New +$250K 0.05% 153

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

IFC Advisors's QUAL Position: Q2 2026 in Review

IFC Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.7% in Q2 2026, buying an estimated $3.98K and bringing the position to 1,119 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #162.

IFC Advisors first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $288K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • IFC Advisors held 1,119 shares of iShares MSCI USA Quality Factor ETF worth $246K as of Q2 2026.
  • IFC Advisors bought 19 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.98K.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of IFC Advisors's portfolio in Q2 2026, its #162 holding.
  • IFC Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • IFC Advisors's iShares MSCI USA Quality Factor ETF position peaked at $288K in Q4 2025.
  • 1,120 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.