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Kaufman Rossin Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kaufman Rossin 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
Q2 		$496K Hold
2,271
– – 0.24% 46
2026
Q1 		$436K Hold
2,271
– – 0.25% 45
2025
Q4 		$451K Hold
2,271
– – 0.23% 64
2025
Q3 		$442K Sell
2,271
-86
-4% -$16.1K 0.24% 58
2025
Q2 		$431K Buy
+2,357
New +$407K 0.27% 53

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Kaufman Rossin Wealth's QUAL Position: Q2 2026 in Review

Kaufman Rossin Wealth held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 2,271 shares worth $496K. The position accounts for 0.24% of the portfolio, ranked #46.

Kaufman Rossin Wealth first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Kaufman Rossin Wealth held 2,271 shares of iShares MSCI USA Quality Factor ETF worth $496K as of Q2 2026.
  • Kaufman Rossin Wealth left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.24% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #46 holding.
  • Kaufman Rossin Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.