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 Q3	$1.48M	Sell	6,637 -509	-7%	-$113K	0.15%	98
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

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Insight Wealth Strategies's QUAL Position: Q3 2026 in Review

Insight Wealth Strategies reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 7.1% in Q3 2026, selling an estimated $113K and leaving 6,637 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #98.

Insight Wealth Strategies first reported a position in QUAL in Q3 2019 and has held it in 29 quarters since. The position peaked at $26.9M in Q3 2024. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Insight Wealth Strategies held 6,637 shares of iShares MSCI USA Quality Factor ETF worth $1.48M as of Q3 2026.
Insight Wealth Strategies sold 509 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $113K.
iShares MSCI USA Quality Factor ETF made up 0.15% of Insight Wealth Strategies's portfolio in Q3 2026, its #98 holding.
Insight Wealth Strategies first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and has held it in 29 quarters since.
Insight Wealth Strategies's iShares MSCI USA Quality Factor ETF position peaked at $26.9M in Q3 2024.
87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.