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Independent Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Independent Financial 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 		$7.72M Sell
35,194
-18,058
-34% -$3.79M 0.14% 140
2026
Q1 		$10.2M Buy
53,252
+346
+0.7% +$69.4K 0.23% 85
2025
Q4 		$10.5M Buy
52,906
+10,330
+24% +$2.03M 0.23% 75
2025
Q3 		$8.28M Sell
42,576
-1,258
-3% -$236K 0.2% 94
2025
Q2 		$8.01M Sell
43,834
-41
-0.1% -$7.08K 0.22% 81
2025
Q1 		$7.5M Buy
43,875
+1,589
+4% +$284K 0.26% 70
2024
Q4 		$7.53M Buy
42,286
+4,326
+11% +$786K 0.25% 70
2024
Q3 		$6.81M Buy
37,960
+3,449
+10% +$598K 0.25% 77
2024
Q2 		$5.89M Buy
34,511
+8,054
+30% +$1.32M 0.24% 79
2024
Q1 		$4.35M Buy
26,457
+4,039
+18% +$631K 0.2% 107
2023
Q4 		$3.3M Buy
22,418
+9,021
+67% +$1.25M 0.18% 127
2023
Q3 		$1.77M Buy
13,397
+3,145
+31% +$429K 0.11% 205
2023
Q2 		$1.38M Buy
10,252
+6,358
+163% +$809K 0.1% 235
2023
Q1 		$483K Buy
3,894
+1,449
+59% +$174K 0.04% 463
2022
Q4 		$279K Sell
2,445
-121
-5% -$13.7K 0.02% 581
2022
Q3 		$267K Sell
2,566
-510
-17% -$59.7K 0.02% 572
2022
Q2 		$344K Sell
3,076
-4,016
-57% -$490K 0.04% 461
2022
Q1 		$955K Sell
7,092
-11,921
-63% -$1.58M 0.08% 266
2021
Q4 		$2.77M Sell
19,013
-6,734
-26% -$952K 0.23% 89
2021
Q3 		$3.39M Buy
25,747
+2,154
+9% +$296K 0.35% 58
2021
Q2 		$3.13M Buy
23,593
+21,850
+1,254% +$2.8M 0.33% 65
2021
Q1 		$212K Sell
1,743
-2,581
-60% -$305K 0.03% 580
2020
Q4 		$502K Buy
4,324
+659
+18% +$72.6K 0.07% 306
2020
Q3 		$380K Sell
3,665
-908
-20% -$93K 0.07% 302
2020
Q2 		$439K Sell
4,573
-3,398
-43% -$312K 0.1% 245
2020
Q1 		$646K Buy
+7,971
New +$761K 0.19% 134

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Independent Financial Group's QUAL Position: Q2 2026 in Review

Independent Financial Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 34% in Q2 2026, selling an estimated $3.79M and leaving 35,194 shares worth $7.72M. The position accounts for 0.14% of the portfolio, ranked #140.

Independent Financial Group first reported a position in QUAL in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.5M in Q4 2025. 1,581 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Independent Financial Group held 35,194 shares of iShares MSCI USA Quality Factor ETF worth $7.72M as of Q2 2026.
  • Independent Financial Group sold 18,058 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.79M.
  • iShares MSCI USA Quality Factor ETF made up 0.14% of Independent Financial Group's portfolio in Q2 2026, its #140 holding.
  • Independent Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares MSCI USA Quality Factor ETF position peaked at $10.5M in Q4 2025.
  • 1,581 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.