Insight Wealth Strategies’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Insight Wealth Strategies’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	$1.56M	Sell	7,146 -64,574	-90%	-$13.5M	0.15%	94
2026 Q1	$13.8M	Sell	71,720 -23,490	-25%	-$4.71M	1.54%	18
2025 Q4	$18.9M	Sell	95,210 -84	-0.1%	-$16.5K	2.17%	11
2025 Q3	$18.5M	Sell	95,294 -46,960	-33%	-$8.81M	2.18%	13
2025 Q2	$26.1M	Buy	142,254 +1,370	+1%	+$236K	3.3%	6
2025 Q1	$24.1M	Sell	140,884 -7,335	-5%	-$1.31M	3.24%	7
2024 Q4	$26.4M	Sell	148,219 -2,023	-1%	-$367K	3.54%	5
2024 Q3	$26.9M	Buy	150,242 +202	+0.1%	+$35K	3.55%	6
2024 Q2	$25.6M	Buy	150,040 +3,245	+2%	+$533K	3.65%	6
2024 Q1	$24.1M	Buy	146,795 +15,433	+12%	+$2.41M	3.54%	7
2023 Q4	$19.3M	Sell	131,362 -18,052	-12%	-$2.5M	3.12%	12
2023 Q3	$19.7M	Sell	149,414 -5,579	-4%	-$762K	3.8%	8
2023 Q2	$20.9M	Sell	154,993 -2,446	-2%	-$311K	4%	8
2023 Q1	$19.5M	Sell	157,439 -3,606	-2%	-$433K	3.83%	13
2022 Q4	$18.4M	Sell	161,045 -13,582	-8%	-$1.54M	3.55%	13
2022 Q3	$19.5M	Hold	174,627	–	–	3.62%	13
2022 Q2	$19.5M	Sell	174,627 -2,521	-1%	-$308K	3.62%	13
2022 Q1	$23.8M	Buy	177,148 +2,405	+1%	+$319K	3.52%	13
2021 Q4	$25.4M	Sell	174,743 -15,292	-8%	-$2.16M	3.63%	11
2021 Q3	$25M	Sell	190,035 -4,211	-2%	-$579K	3.52%	10
2021 Q2	$25.8M	Sell	194,246 -13,826	-7%	-$1.77M	3.67%	11
2021 Q1	$25.3M	Buy	208,072 +44,126	+27%	+$5.21M	3.4%	11
2020 Q4	$19.1M	Sell	163,946 -23,478	-13%	-$2.59M	3.23%	12
2020 Q3	$19.4M	Buy	187,424 +40,675	+28%	+$4.17M	3.61%	13
2020 Q2	$14.1M	Buy	146,749 +21,061	+17%	+$1.93M	3.13%	12
2020 Q1	$10.2M	Buy	125,688 +110,991	+755%	+$10.6M	2.71%	14
2019 Q4	$1.48M	Buy	14,697 +12,121	+471%	+$1.17M	0.31%	62
2019 Q3	$238K	Buy	+2,576	New	+$237K	0.06%	171

Other funds holding QUAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Insight Wealth Strategies's QUAL Position: Q2 2026 in Review

Insight Wealth Strategies reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 90% in Q2 2026, selling an estimated $13.5M and leaving 7,146 shares worth $1.56M. The position accounts for 0.15% of the portfolio, ranked #94.

Insight Wealth Strategies first reported a position in QUAL in Q3 2019 and has held it in 28 quarters since. The position peaked at $26.9M in Q3 2024. 1,120 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Insight Wealth Strategies held 7,146 shares of iShares MSCI USA Quality Factor ETF worth $1.56M as of Q2 2026.
Insight Wealth Strategies sold 64,574 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $13.5M.
iShares MSCI USA Quality Factor ETF made up 0.15% of Insight Wealth Strategies's portfolio in Q2 2026, its #94 holding.
Insight Wealth Strategies first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and has held it in 28 quarters since.
Insight Wealth Strategies's iShares MSCI USA Quality Factor ETF position peaked at $26.9M in Q3 2024.
1,120 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.