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LifeSteps Financial’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

LifeSteps Financial’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 		$10.5K Buy
+48
New +$10.1K ﹤0.01% 404
2024
Q2 		– Sell
-16
Closed -$2.63K – 328
2024
Q1 		$2.63K Buy
+16
New +$2.5K ﹤0.01% 382

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

LifeSteps Financial's QUAL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 48 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in QUAL as recently as Q1 2024.

LifeSteps Financial first reported a position in QUAL in Q1 2024 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • LifeSteps Financial held 48 shares of iShares MSCI USA Quality Factor ETF worth $10.5K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #404 holding.
  • LifeSteps Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 2 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.