LPWM LLC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

LPWM LLC’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	$1.63M	Buy	29,284 +1,440	+5%	+$79.6K	0.36%	38
2026 Q2	$1.53M	Sell	27,844 -656	-2%	-$34.4K	0.34%	39
2026 Q1	$1.37M	Buy	28,500 +1,232	+5%	+$61.7K	0.34%	38
2025 Q4	$1.35M	Buy	27,268 +2,160	+9%	+$106K	0.34%	39
2025 Q3	$1.22M	Buy	25,108 +540	+2%	+$25.3K	0.33%	37
2025 Q2	$1.12M	Sell	24,568 -8	-0%	-$345	0.33%	37
2025 Q1	$1.05M	Buy	24,576 +1,868	+8%	+$83.6K	0.34%	36
2024 Q4	$1.01M	Buy	22,708 +2,756	+14%	+$125K	0.32%	37
2024 Q3	$890K	Buy	19,952 +24	+0.1%	+$1.04K	0.29%	37
2024 Q2	$863K	Buy	+19,928	New	+$818K	0.3%	38

Other funds holding QUAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPWM LLC's QUAL Position: Q3 2026 in Review

LPWM LLC increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.2% in Q3 2026, buying an estimated $79.6K and bringing the position to 29,284 shares worth $1.63M. The position accounts for 0.36% of the portfolio, ranked #38.

LPWM LLC first reported a position in QUAL in Q2 2024 and has held it in 10 quarters since. 1,105 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

LPWM LLC held 29,284 shares of iShares MSCI USA Quality Factor ETF worth $1.63M as of Q3 2026.
LPWM LLC bought 1,440 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $79.6K.
iShares MSCI USA Quality Factor ETF made up 0.36% of LPWM LLC's portfolio in Q3 2026, its #38 holding.
LPWM LLC first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 10 quarters since.
1,105 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.