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Intelligence Driven Advisers’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Intelligence Driven Advisers’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 		$12M Sell
54,073
-1,942
-3% -$430K 2.07% 11
2026
Q2 		$12.3M Sell
56,015
-1,070
-2% -$224K 2% 13
2026
Q1 		$10.9M Sell
57,085
-9,171
-14% -$1.84M 1.91% 14
2025
Q4 		$13.2M Sell
66,256
-8,724
-12% -$1.71M 1.88% 15
2025
Q3 		$14.6M Sell
74,980
-19,661
-21% -$3.69M 2.02% 15
2025
Q2 		$17.3M Buy
94,641
+2,231
+2% +$385K 2.61% 13
2025
Q1 		$15.8M Sell
92,410
-5,115
-5% -$916K 3.04% 11
2024
Q4 		$17.4M Sell
97,525
-54,065
-36% -$9.82M 3.27% 11
2024
Q3 		$27.2M Sell
151,590
-16,625
-10% -$2.88M 3.89% 10
2024
Q2 		$28.7M Sell
168,215
-7,344
-4% -$1.21M 4.07% 9
2024
Q1 		$28.9M Sell
175,559
-11,057
-6% -$1.73M 4.26% 9
2023
Q4 		$28.1M Sell
186,616
-145,655
-44% -$20.2M 4.54% 8
2023
Q3 		$43.7M Sell
332,271
-40,178
-11% -$5.49M 7.76% 5
2023
Q2 		$49.7M Sell
372,449
-21,049
-5% -$2.68M 8.71% 3
2023
Q1 		$48.5M Buy
393,498
+5,676
+1% +$681K 8.73% 4
2022
Q4 		$45M Buy
387,822
+98,435
+34% +$11.2M 8.26% 4
2022
Q3 		$31.5M Buy
289,387
+3,635
+1% +$425K 6.34% 3
2022
Q2 		$32.5M Sell
285,752
-20,364
-7% -$2.48M 6.36% 2
2022
Q1 		$40.9M Buy
306,116
+44,047
+17% +$5.85M 7.47% 2
2021
Q4 		$34.1M Buy
262,069
+3,142
+1% +$444K 6.26% 3
2021
Q3 		$34.3M Buy
258,927
+9,390
+4% +$1.29M 7.69% 2
2021
Q2 		$33.2M Buy
249,537
+12,511
+5% +$1.6M 6.45% 2
2021
Q1 		$28.9M Buy
237,026
+10,572
+5% +$1.25M 6.48% 5
2020
Q4 		$26.3M Buy
226,454
+38,200
+20% +$4.21M 5.9% 5
2020
Q3 		$19.5M Buy
+188,254
New +$19.3M 4.58% 8

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
RW
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Intelligence Driven Advisers's QUAL Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.5% in Q3 2026, selling an estimated $430K and leaving 54,073 shares worth $12M. The position accounts for 2.07% of the portfolio, ranked #11.

Intelligence Driven Advisers first reported a position in QUAL in Q3 2020 and has held it in 25 quarters since. The position peaked at $49.7M in Q2 2023. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Intelligence Driven Advisers held 54,073 shares of iShares MSCI USA Quality Factor ETF worth $12M as of Q3 2026.
  • Intelligence Driven Advisers sold 1,942 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $430K.
  • iShares MSCI USA Quality Factor ETF made up 2.07% of Intelligence Driven Advisers's portfolio in Q3 2026, its #11 holding.
  • Intelligence Driven Advisers first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2020 and has held it in 25 quarters since.
  • Intelligence Driven Advisers's iShares MSCI USA Quality Factor ETF position peaked at $49.7M in Q2 2023.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.