JVL Associates’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

JVL Associates’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	$218K	Buy	+995	New	+$209K	0.06%	75

Other funds holding QUAL

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 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 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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

JVL Associates's QUAL Position: Q2 2026 in Review

JVL Associates opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 995 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #75 among its holdings.

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

JVL Associates held 995 shares of iShares MSCI USA Quality Factor ETF worth $218K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new JVL Associates position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.06% of JVL Associates's portfolio in Q2 2026, its #75 holding.
995 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.