KW
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KWB Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

KWB 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 		– Sell
-83,553
Closed -$16.6M – 181
2026
Q1 		$16.6M Sell
83,553
-1,141
-1% -$229K 1.64% 17
2025
Q4 		$16.8M Sell
84,694
-63,462
-43% -$12.5M 1.59% 17
2025
Q3 		$27.1M Buy
148,156
+11,409
+8% +$2.14M 2.99% 9
2025
Q2 		$23.4M Buy
+136,747
New +$23.6M 2.84% 8

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

KWB Wealth's QUAL Position: Q2 2026 in Review

KWB Wealth sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 83,553 shares — an estimated $16.6M sold.

KWB Wealth first reported a position in QUAL in Q2 2025 and held it in 4 quarters. The position peaked at $27.1M in Q3 2025. 306 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • KWB Wealth reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • KWB Wealth sold 83,553 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $16.6M.
  • KWB Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and held it in 4 quarters.
  • KWB Wealth's iShares MSCI USA Quality Factor ETF position peaked at $27.1M in Q3 2025.
  • 306 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.