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Kohmann Bosshard Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kohmann Bosshard Financial Services’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 		$620K Buy
2,824
+33
+1% +$6.92K 0.05% 122
2026
Q1 		$535K Hold
2,791
– – 0.05% 118
2025
Q4 		$554K Hold
2,791
– – 0.05% 145
2025
Q3 		$543K Buy
2,791
+365
+15% +$68.5K 0.06% 125
2025
Q2 		$444K Hold
2,426
– – 0.05% 125
2025
Q1 		$415K Hold
2,426
– – 0.05% 134
2024
Q4 		$432K Buy
2,426
+38
+2% +$6.9K 0.05% 122
2024
Q3 		$428K Hold
2,388
– – 0.05% 126
2024
Q2 		$408K Buy
2,388
+25
+1% +$4.11K 0.05% 125
2024
Q1 		$388K Hold
2,363
– – 0.05% 133
2023
Q4 		$348K Buy
2,363
+241
+11% +$33.4K 0.05% 133
2023
Q3 		$280K Sell
2,122
-104
-5% -$14.2K 0.05% 142
2023
Q2 		$300K Buy
+2,226
New +$283K 0.05% 140

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
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

Kohmann Bosshard Financial Services's QUAL Position: Q2 2026 in Review

Kohmann Bosshard Financial Services increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.2% in Q2 2026, buying an estimated $6.92K and bringing the position to 2,824 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #122.

Kohmann Bosshard Financial Services first reported a position in QUAL in Q2 2023 and has held it in 13 quarters since. 627 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Kohmann Bosshard Financial Services held 2,824 shares of iShares MSCI USA Quality Factor ETF worth $620K as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 33 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $6.92K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #122 holding.
  • Kohmann Bosshard Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • 627 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.