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

McNaughton 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	–	Sell	-30,209	Closed	-$5.79M	–	76
2026 Q1	$5.79M	Sell	30,209 -1,861	-6%	-$373K	2.4%	13
2025 Q4	$6.37M	Sell	32,070 -21,835	-41%	-$4.29M	2.62%	10
2025 Q3	$10.5M	Sell	53,905 -12,849	-19%	-$2.41M	4.42%	5
2025 Q2	$12.2M	Buy	66,754 +4,399	+7%	+$759K	5.44%	3
2025 Q1	$10.7M	Buy	+62,355	New	+$11.2M	5.17%	4

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

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

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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

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

McNaughton Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 30,209 shares — an estimated $5.79M sold.

McNaughton Wealth Management first reported a position in QUAL in Q1 2025 and held it in 5 quarters. The position peaked at $12.2M in Q2 2025. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

McNaughton Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
McNaughton Wealth Management sold 30,209 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $5.79M.
McNaughton Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and held it in 5 quarters.
McNaughton Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $12.2M in Q2 2025.
573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.