Intergy Private Wealth
QUAL icon

Intergy Private Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Intergy Private Wealth’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 		$285K Hold
1,284
– – 0.06% 105
2026
Q2 		$282K Buy
+1,284
New +$269K 0.07% 110

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Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Foster Group
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Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Intergy Private Wealth's QUAL Position: Q3 2026 in Review

Intergy Private Wealth held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q3 2026 at 1,284 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #105.

Intergy Private Wealth first reported a position in QUAL in Q2 2026 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Intergy Private Wealth held 1,284 shares of iShares MSCI USA Quality Factor ETF worth $285K as of Q3 2026.
  • Intergy Private Wealth left its iShares MSCI USA Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.06% of Intergy Private Wealth's portfolio in Q3 2026, its #105 holding.
  • Intergy Private Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.