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Invested Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Invested Advisors’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 		$359K Hold
1,635
– – 0.32% 89
2026
Q1 		$314K Sell
1,635
-6
-0.4% -$1.2K 0.32% 93
2025
Q4 		$326K Buy
1,641
+78
+5% +$15.3K 0.34% 86
2025
Q3 		$280K Buy
+1,563
New +$293K 0.41% 72

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Invested Advisors's QUAL Position: Q2 2026 in Review

Invested Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,635 shares worth $359K. The position accounts for 0.32% of the portfolio, ranked #89.

Invested Advisors first reported a position in QUAL in Q3 2025 and has held it in 4 quarters since. 998 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Invested Advisors held 1,635 shares of iShares MSCI USA Quality Factor ETF worth $359K as of Q2 2026.
  • Invested Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.32% of Invested Advisors's portfolio in Q2 2026, its #89 holding.
  • Invested Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 998 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.