Legacy Advisory Services
QUAL icon

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
Q3 		$6.51M Sell
29,292
-17,882
-38% -$3.96M 4.67% 6
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Legacy Advisory Services's QUAL Position: Q3 2026 in Review

Legacy Advisory Services reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 38% in Q3 2026, selling an estimated $3.96M and leaving 29,292 shares worth $6.51M. The position accounts for 4.67% of the portfolio, ranked #6.

Legacy Advisory Services first reported a position in QUAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.4M in Q2 2026. 726 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Legacy Advisory Services held 29,292 shares of iShares MSCI USA Quality Factor ETF worth $6.51M as of Q3 2026.
  • Legacy Advisory Services sold 17,882 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $3.96M.
  • iShares MSCI USA Quality Factor ETF made up 4.67% of Legacy Advisory Services's portfolio in Q3 2026, its #6 holding.
  • Legacy Advisory Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • Legacy Advisory Services's iShares MSCI USA Quality Factor ETF position peaked at $10.4M in Q2 2026.
  • 726 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.