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Kings Path Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kings Path Partners’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 		$32.3K Hold
147
– – 0.01% 194
2026
Q1 		$29.2K Hold
147
– – 0.01% 193
2025
Q4 		$29.2K Hold
147
– – 0.01% 193
2025
Q3 		$28.6K Sell
147
-3
-2% -$563 0.01% 190
2025
Q2 		$27.4K Buy
150
+13
+9% +$2.24K 0.01% 185
2025
Q1 		$23.4K Hold
137
– – 0.01% 183
2024
Q4 		$24.4K Sell
137
-166
-55% -$30.2K 0.01% 201
2024
Q3 		$54.4K Buy
+303
New +$52.6K 0.02% 174

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
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
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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Kings Path Partners's QUAL Position: Q2 2026 in Review

Kings Path Partners held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 147 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #194.

Kings Path Partners first reported a position in QUAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $54.4K in Q3 2024. 402 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Kings Path Partners held 147 shares of iShares MSCI USA Quality Factor ETF worth $32.3K as of Q2 2026.
  • Kings Path Partners left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Kings Path Partners's portfolio in Q2 2026, its #194 holding.
  • Kings Path Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • Kings Path Partners's iShares MSCI USA Quality Factor ETF position peaked at $54.4K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.