LWA
QUAL icon

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

Lineweaver Wealth 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 		$34.5M Buy
157,256
+3,542
+2% +$743K 4.1% 5
2026
Q1 		$29.5M Buy
153,714
+2,540
+2% +$509K 3.98% 5
2025
Q4 		$30M Buy
151,174
+3,120
+2% +$613K 4.09% 5
2025
Q3 		$28.8M Sell
148,054
-67,969
-31% -$12.8M 4.22% 6
2025
Q2 		$39.5M Sell
216,023
-26,274
-11% -$4.53M 6.24% 2
2025
Q1 		$41.4M Buy
242,297
+8,184
+3% +$1.47M 7.05% 2
2024
Q4 		$41.7M Sell
234,113
-5,544
-2% -$1.01M 7.71% 2
2024
Q3 		$43M Buy
239,657
+4,860
+2% +$843K 8.18% 2
2024
Q2 		$40.1M Buy
234,797
+2,150
+0.9% +$353K 8.31% 2
2024
Q1 		$38.2M Buy
232,647
+7,018
+3% +$1.1M 9.08% 2
2023
Q4 		$33.2M Buy
225,629
+22,991
+11% +$3.18M 8.6% 2
2023
Q3 		$26.7M Buy
202,638
+2,222
+1% +$303K 7.77% 2
2023
Q2 		$27M Buy
200,416
+6,186
+3% +$787K 7.71% 2
2023
Q1 		$24.1M Buy
+194,230
New +$23.3M 7.42% 2

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return