Lodestone Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Lodestone Wealth Management’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	$467K	Sell	2,130 -91	-4%	-$19.1K	0.17%	122
2026 Q1	$426K	Sell	2,221 -19	-0.8%	-$3.81K	0.17%	117
2025 Q4	$445K	Hold	2,240	–	–	0.18%	111
2025 Q3	$436K	Sell	2,240 -43	-2%	-$8.07K	0.2%	109
2025 Q2	$417K	Sell	2,283 -110	-5%	-$19K	0.2%	108
2025 Q1	$409K	Hold	2,393	–	–	0.22%	103
2024 Q4	$426K	Hold	2,393	–	–	0.21%	103
2024 Q3	$429K	Sell	2,393 -480	-17%	-$83.3K	0.21%	98
2024 Q2	$491K	Sell	2,873 -242	-8%	-$39.7K	0.26%	92
2024 Q1	$512K	Sell	3,115 -38	-1%	-$5.94K	0.27%	90
2023 Q4	$464K	Sell	3,153 -377	-11%	-$52.2K	0.27%	89
2023 Q3	$465K	Sell	3,530 -2,821	-44%	-$385K	0.33%	73
2023 Q2	$857K	Sell	6,351 -8,035	-56%	-$1.02M	0.59%	54
2023 Q1	$1.78M	Sell	14,386 -13	-0.1%	-$1.56K	1.38%	23
2022 Q4	$1.64M	Buy	+14,399	New	+$1.63M	1.32%	26

Other funds holding QUAL

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

Lodestone Wealth Management's QUAL Position: Q2 2026 in Review

Lodestone Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.1% in Q2 2026, selling an estimated $19.1K and leaving 2,130 shares worth $467K. The position accounts for 0.17% of the portfolio, ranked #122.

Lodestone Wealth Management first reported a position in QUAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.78M in Q1 2023. 705 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Lodestone Wealth Management held 2,130 shares of iShares MSCI USA Quality Factor ETF worth $467K as of Q2 2026.
Lodestone Wealth Management sold 91 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $19.1K.
iShares MSCI USA Quality Factor ETF made up 0.17% of Lodestone Wealth Management's portfolio in Q2 2026, its #122 holding.
Lodestone Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $1.78M in Q1 2023.
705 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.