Meridian Investment Counsel’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Meridian Investment Counsel’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	$1.43M	Buy	6,522 +288	+5%	+$60.4K	0.31%	94
2026 Q1	$1.2M	Hold	6,234	–	–	0.28%	101
2025 Q4	$1.24M	Hold	6,234	–	–	0.3%	96
2025 Q3	$1.21M	Hold	6,234	–	–	0.3%	93
2025 Q2	$1.14M	Hold	6,234	–	–	0.31%	91
2025 Q1	$1.07M	Hold	6,234	–	–	0.31%	91
2024 Q4	$1.11M	Hold	6,234	–	–	0.33%	86
2024 Q3	$1.12M	Hold	6,234	–	–	0.34%	86
2024 Q2	$1.06M	Buy	+6,234	New	+$1.02M	0.34%	81

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Meridian Investment Counsel's QUAL Position: Q2 2026 in Review

Meridian Investment Counsel increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.6% in Q2 2026, buying an estimated $60.4K and bringing the position to 6,522 shares worth $1.43M. The position accounts for 0.31% of the portfolio, ranked #94.

Meridian Investment Counsel first reported a position in QUAL in Q2 2024 and has held it in 9 quarters since. 1,052 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Meridian Investment Counsel held 6,522 shares of iShares MSCI USA Quality Factor ETF worth $1.43M as of Q2 2026.
Meridian Investment Counsel bought 288 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $60.4K.
iShares MSCI USA Quality Factor ETF made up 0.31% of Meridian Investment Counsel's portfolio in Q2 2026, its #94 holding.
Meridian Investment Counsel first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
1,052 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.