LAS
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Legacy Advisory Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Legacy Advisory 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 		$10.4M Buy
47,174
+2,460
+6% +$516K 7.29% 5
2026
Q1 		$8.58M Buy
44,714
+5,496
+14% +$1.1M 6.55% 5
2025
Q4 		$7.79M Buy
39,218
+67
+0.2% +$13.2K 5.86% 5
2025
Q3 		$7.61M Buy
39,151
+166
+0.4% +$31.1K 5.73% 5
2025
Q2 		$7.13M Buy
38,985
+78
+0.2% +$13.5K 5.65% 5
2025
Q1 		$6.65M Buy
38,907
+6,191
+19% +$1.11M 5.61% 5
2024
Q4 		$5.83M Sell
32,716
-184
-0.6% -$33.4K 4.97% 6
2024
Q3 		$5.9M Buy
32,900
+931
+3% +$161K 5.07% 6
2024
Q2 		$5.46M Sell
31,969
-572
-2% -$93.9K 4.99% 6
2024
Q1 		$5.35M Sell
32,541
-378
-1% -$59.1K 5.07% 5
2023
Q4 		$4.84M Buy
+32,919
New +$4.56M 5.11% 7

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 Advisory Services's QUAL Position: Q2 2026 in Review

Legacy Advisory Services increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.5% in Q2 2026, buying an estimated $516K and bringing the position to 47,174 shares worth $10.4M. The position accounts for 7.29% of the portfolio, ranked #5.

Legacy Advisory Services first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Legacy Advisory Services held 47,174 shares of iShares MSCI USA Quality Factor ETF worth $10.4M as of Q2 2026.
  • Legacy Advisory Services bought 2,460 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $516K.
  • iShares MSCI USA Quality Factor ETF made up 7.29% of Legacy Advisory Services's portfolio in Q2 2026, its #5 holding.
  • Legacy Advisory Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.