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Juncture Wealth Strategies’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Juncture 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
Q2 		$681K Buy
+3,104
New +$651K 0.18% 90

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Juncture Wealth Strategies's QUAL Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 3,104 shares worth $681K. The stake represents 0.18% of the portfolio and ranks #90 among its holdings.

306 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Juncture Wealth Strategies held 3,104 shares of iShares MSCI USA Quality Factor ETF worth $681K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Juncture Wealth Strategies position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.18% of Juncture Wealth Strategies's portfolio in Q2 2026, its #90 holding.
  • 306 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.