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Legacy Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Legacy Advisors’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 		$751K Buy
3,422
+321
+10% +$67.3K 0.07% 143
2026
Q1 		$595K Buy
3,101
+416
+15% +$83.4K 0.07% 143
2025
Q4 		$533K Buy
2,685
+88
+3% +$17.3K 0.06% 160
2025
Q3 		$505K Buy
+2,597
New +$487K 0.06% 147
2022
Q2 		– Sell
-1,534
Closed -$207K – 230
2022
Q1 		$207K Hold
1,534
– – 0.04% 200
2021
Q4 		$223K Buy
+1,534
New +$217K 0.08% 122

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

Legacy Advisors's QUAL Position: Q2 2026 in Review

Legacy Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 10% in Q2 2026, buying an estimated $67.3K and bringing the position to 3,422 shares worth $751K. The position accounts for 0.07% of the portfolio, ranked #143.

Legacy Advisors first reported a position in QUAL in Q4 2021 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Legacy Advisors held 3,422 shares of iShares MSCI USA Quality Factor ETF worth $751K as of Q2 2026.
  • Legacy Advisors bought 321 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $67.3K.
  • iShares MSCI USA Quality Factor ETF made up 0.07% of Legacy Advisors's portfolio in Q2 2026, its #143 holding.
  • Legacy Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 6 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.