MIM
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Macroview Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Macroview Investment 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 		$4.08M Buy
18,605
+492
+3% +$103K 2.52% 11
2026
Q1 		$3.47M Sell
18,113
-103
-0.6% -$20.6K 2.41% 13
2025
Q4 		$3.62M Sell
18,216
-603
-3% -$118K 2.47% 13
2025
Q3 		$3.66M Buy
18,819
+328
+2% +$61.5K 2.73% 12
2025
Q2 		$3.38M Buy
18,491
+647
+4% +$112K 2.75% 12
2025
Q1 		$3.05M Buy
17,844
+527
+3% +$94.3K 2.85% 10
2024
Q4 		$3.08M Buy
17,317
+482
+3% +$87.6K 3.11% 10
2024
Q3 		$3.02M Buy
16,835
+814
+5% +$141K 2.95% 11
2024
Q2 		$2.74M Buy
16,021
+822
+5% +$135K 2.9% 10
2024
Q1 		$2.5M Buy
15,199
+306
+2% +$47.8K 2.75% 8
2023
Q4 		$2.19M Buy
14,893
+439
+3% +$60.8K 2.58% 9
2023
Q3 		$1.9M Sell
14,454
-187
-1% -$25.5K 2.54% 11
2023
Q2 		$1.97M Buy
14,641
+192
+1% +$24.4K 3.03% 10
2023
Q1 		$1.79M Buy
14,449
+67
+0.5% +$8.04K 2.87% 11
2022
Q4 		$1.64M Sell
14,382
-24
-0.2% -$2.72K 2.81% 12
2022
Q3 		$1.5M Buy
14,406
+155
+1% +$18.1K 2.73% 12
2022
Q2 		$1.59M Hold
14,251
– – 2.6% 12
2022
Q1 		$1.92M Sell
14,251
-2,405
-14% -$319K 2.74% 10
2021
Q4 		$2.42M Sell
16,656
-243
-1% -$34.3K 3.1% 12
2021
Q3 		$2.23M Buy
16,899
+237
+1% +$32.6K 2.88% 12
2021
Q2 		$2.21M Sell
16,662
-3,581
-18% -$459K 2.97% 13
2021
Q1 		$2.46M Buy
20,243
+1,275
+7% +$151K 3.53% 10
2020
Q4 		$2.2M Buy
18,968
+4,941
+35% +$544K 3.27% 10
2020
Q3 		$1.46M Buy
14,027
+270
+2% +$27.7K 2.49% 14
2020
Q2 		$1.32M Sell
13,757
-9,207
-40% -$845K 2.79% 11
2020
Q1 		$1.86M Buy
22,964
+4,102
+22% +$392K 3.98% 10
2019
Q4 		$1.91M Buy
18,862
+4,492
+31% +$433K 3.96% 9
2019
Q3 		$1.33M Sell
14,370
-197
-1% -$18.1K 2.87% 9
2019
Q2 		$1.33M Buy
14,567
+1,481
+11% +$133K 3.46% 8
2019
Q1 		$1.16M Buy
13,086
+6,346
+94% +$534K 2.88% 10
2018
Q4 		$517K Buy
+6,740
New +$559K 1.65% 16

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 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

Macroview Investment Management's QUAL Position: Q2 2026 in Review

Macroview Investment Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.7% in Q2 2026, buying an estimated $103K and bringing the position to 18,605 shares worth $4.08M. The position accounts for 2.52% of the portfolio, ranked #11.

Macroview Investment Management first reported a position in QUAL in Q4 2018 and has held it in 31 quarters since. 762 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Macroview Investment Management held 18,605 shares of iShares MSCI USA Quality Factor ETF worth $4.08M as of Q2 2026.
  • Macroview Investment Management bought 492 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $103K.
  • iShares MSCI USA Quality Factor ETF made up 2.52% of Macroview Investment Management's portfolio in Q2 2026, its #11 holding.
  • Macroview Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • 762 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.