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

JFS Wealth 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 		$460K Sell
2,095
-6,318
-75% -$1.32M 0.02% 237
2026
Q1 		$1.61M Buy
8,413
+28
+0.3% +$5.61K 0.09% 124
2025
Q4 		$1.67M Buy
8,385
+636
+8% +$125K 0.09% 124
2025
Q3 		$1.51M Buy
7,749
+85
+1% +$15.9K 0.09% 128
2025
Q2 		$1.4M Sell
7,664
-219
-3% -$37.8K 0.09% 125
2025
Q1 		$1.35M Buy
7,883
+1,079
+16% +$193K 0.09% 128
2024
Q4 		$1.21M Buy
6,804
+373
+6% +$67.8K 0.08% 126
2024
Q3 		$1.15M Buy
6,431
+13
+0.2% +$2.25K 0.08% 140
2024
Q2 		$1.1M Buy
6,418
+1,971
+44% +$324K 0.09% 106
2024
Q1 		$731K Buy
4,447
+1,721
+63% +$269K 0.06% 136
2023
Q4 		$401K Buy
2,726
+2,217
+436% +$307K 0.03% 159
2023
Q3 		$67.1K Sell
509
-290
-36% -$39.6K 0.01% 337
2023
Q2 		$108K Buy
799
+290
+57% +$36.9K 0.01% 272
2023
Q1 		$63.1K Hold
509
– – 0.01% 341
2022
Q4 		$58K Sell
509
-120
-19% -$13.6K 0.01% 348
2022
Q3 		$65K Hold
629
– – 0.01% 340
2022
Q2 		$70K Hold
629
– – 0.01% 339
2022
Q1 		$85K Buy
629
+400
+175% +$53.1K 0.01% 324
2021
Q4 		$33K Buy
229
+148
+183% +$20.9K ﹤0.01% 488
2021
Q3 		$11K Hold
81
– – ﹤0.01% 630
2021
Q2 		$11K Hold
81
– – ﹤0.01% 435
2021
Q1 		$10K Hold
81
– – ﹤0.01% 420
2020
Q4 		$9K Hold
81
– – ﹤0.01% 428
2020
Q3 		$8K Hold
81
– – ﹤0.01% 412
2020
Q2 		$8K Hold
81
– – ﹤0.01% 398
2020
Q1 		$7K Hold
81
– – ﹤0.01% 372
2019
Q4 		$8K Hold
81
– – ﹤0.01% 382
2019
Q3 		$7K Hold
81
– – ﹤0.01% 388
2019
Q2 		$7K Hold
81
– – ﹤0.01% 391
2019
Q1 		$7K Hold
81
– – ﹤0.01% 377
2018
Q4 		$6K Buy
+81
New +$6.72K ﹤0.01% 379

Other funds holding QUAL

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
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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

JFS Wealth Advisors's QUAL Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 75% in Q2 2026, selling an estimated $1.32M and leaving 2,095 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #237.

JFS Wealth Advisors first reported a position in QUAL in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.67M in Q4 2025. 758 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • JFS Wealth Advisors held 2,095 shares of iShares MSCI USA Quality Factor ETF worth $460K as of Q2 2026.
  • JFS Wealth Advisors sold 6,318 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.32M.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • JFS Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • JFS Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.67M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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