Lodestone Wealth Management
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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
Q3 		$486K Buy
8,748
+228
+3% +$12.6K 0.16% 123
2026
Q2 		$467K Sell
8,520
-364
-4% -$19.1K 0.17% 122
2026
Q1 		$426K Sell
8,884
-76
-0.8% -$3.81K 0.17% 117
2025
Q4 		$445K Hold
8,960
– – 0.18% 111
2025
Q3 		$436K Sell
8,960
-172
-2% -$8.07K 0.2% 109
2025
Q2 		$417K Sell
9,132
-440
-5% -$19K 0.2% 108
2025
Q1 		$409K Hold
9,572
– – 0.22% 103
2024
Q4 		$426K Hold
9,572
– – 0.21% 103
2024
Q3 		$429K Sell
9,572
-1,920
-17% -$83.3K 0.21% 98
2024
Q2 		$491K Sell
11,492
-968
-8% -$39.7K 0.26% 92
2024
Q1 		$512K Sell
12,460
-152
-1% -$5.94K 0.27% 90
2023
Q4 		$464K Sell
12,612
-1,508
-11% -$52.2K 0.27% 89
2023
Q3 		$465K Sell
14,120
-11,284
-44% -$385K 0.33% 73
2023
Q2 		$857K Sell
25,404
-32,140
-56% -$1.02M 0.59% 54
2023
Q1 		$1.78M Sell
57,544
-52
-0.1% -$1.56K 1.38% 23
2022
Q4 		$1.64M Buy
+57,596
New +$1.63M 1.32% 26

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lodestone Wealth Management's QUAL Position: Q3 2026 in Review

Lodestone Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.7% in Q3 2026, buying an estimated $12.6K and bringing the position to 8,748 shares worth $486K. The position accounts for 0.16% of the portfolio, ranked #123.

Lodestone Wealth Management first reported a position in QUAL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.78M in Q1 2023. 1,479 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Lodestone Wealth Management held 8,748 shares of iShares MSCI USA Quality Factor ETF worth $486K as of Q3 2026.
  • Lodestone Wealth Management bought 228 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $12.6K.
  • iShares MSCI USA Quality Factor ETF made up 0.16% of Lodestone Wealth Management's portfolio in Q3 2026, its #123 holding.
  • Lodestone Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $1.78M in Q1 2023.
  • 1,479 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.