LWM
QUAL icon

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

LongView 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 		$202K Sell
920
-1,719
-65% -$361K 0.05% 226
2026
Q1 		$536K Buy
2,639
+241
+10% +$48.3K 0.13% 132
2025
Q4 		$490K Buy
2,398
+742
+45% +$146K 0.12% 145
2025
Q3 		$322K Sell
1,656
-778
-32% -$146K 0.09% 164
2025
Q2 		$445K Buy
2,434
+488
+25% +$84.2K 0.13% 131
2025
Q1 		$333K Buy
1,946
+342
+21% +$61.2K 0.1% 157
2024
Q4 		$286K Buy
+1,604
New +$291K 0.09% 167

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

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

LongView Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 65% in Q2 2026, selling an estimated $361K and leaving 920 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #226.

LongView Wealth Management first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q1 2026. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • LongView Wealth Management held 920 shares of iShares MSCI USA Quality Factor ETF worth $202K as of Q2 2026.
  • LongView Wealth Management sold 1,719 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $361K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of LongView Wealth Management's portfolio in Q2 2026, its #226 holding.
  • LongView Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • LongView Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $536K in Q1 2026.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.