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Mayflower Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Mayflower Financial Advisors’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 		$13.5M Sell
61,337
-23,725
-28% -$4.98M 1.16% 20
2026
Q1 		$16.3M Buy
85,062
+2,068
+2% +$415K 1.98% 5
2025
Q4 		$16.5M Sell
82,994
-21,629
-21% -$4.25M 1.99% 5
2025
Q3 		$20.3M Sell
104,623
-10,278
-9% -$1.93M 2.55% 5
2025
Q2 		$21M Buy
114,901
+22,684
+25% +$3.91M 2.92% 4
2025
Q1 		$15.8M Buy
92,217
+9,749
+12% +$1.75M 2.39% 5
2024
Q4 		$14.7M Buy
82,468
+7,624
+10% +$1.38M 2.19% 6
2024
Q3 		$13.4M Buy
74,844
+6,350
+9% +$1.1M 2.02% 6
2024
Q2 		$11.7M Buy
68,494
+5,926
+9% +$973K 1.92% 6
2024
Q1 		$10.3M Buy
62,568
+9,586
+18% +$1.5M 1.72% 8
2023
Q4 		$7.8M Buy
52,982
+9,422
+22% +$1.3M 1.08% 20
2023
Q3 		$5.74M Sell
43,560
-33,775
-44% -$4.61M 0.86% 26
2023
Q2 		$10.4M Buy
77,335
+4,195
+6% +$534K 1.35% 19
2023
Q1 		$9.07M Buy
+73,140
New +$8.78M 1.19% 20

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
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
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mayflower Financial Advisors's QUAL Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 28% in Q2 2026, selling an estimated $4.98M and leaving 61,337 shares worth $13.5M. The position accounts for 1.16% of the portfolio, ranked #20.

Mayflower Financial Advisors first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $21M in Q2 2025. 306 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Mayflower Financial Advisors held 61,337 shares of iShares MSCI USA Quality Factor ETF worth $13.5M as of Q2 2026.
  • Mayflower Financial Advisors sold 23,725 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $4.98M.
  • iShares MSCI USA Quality Factor ETF made up 1.16% of Mayflower Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Mayflower Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • Mayflower Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $21M in Q2 2025.
  • 306 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.