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MeadowBrook Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

MeadowBrook Investment 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 		$223K Hold
1,016
– – 0.18% 101
2026
Q1 		$195K Hold
1,016
– – 0.17% 99
2025
Q4 		$202K Hold
1,016
– – 0.17% 107
2025
Q3 		$198K Hold
1,016
– – 0.17% 112
2025
Q2 		$186K Hold
1,016
– – 0.17% 116
2025
Q1 		$174K Hold
1,016
– – 0.16% 117
2024
Q4 		$181K Buy
+1,016
New +$185K 0.16% 118

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
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

MeadowBrook Investment Advisors's QUAL Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,016 shares worth $223K. The position accounts for 0.18% of the portfolio, ranked #101.

MeadowBrook Investment Advisors first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 690 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • MeadowBrook Investment Advisors held 1,016 shares of iShares MSCI USA Quality Factor ETF worth $223K as of Q2 2026.
  • MeadowBrook Investment Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.18% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • MeadowBrook Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 690 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.