MFA Wealth Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

MFA Wealth Services’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 Q3	$1.09M	Sell	4,895 -220	-4%	-$48.7K	0.65%	44
2026 Q2	$1.12M	Sell	5,115 -389	-7%	-$81.6K	0.67%	43
2026 Q1	$1.06M	Sell	5,504 -40	-0.7%	-$8.02K	0.7%	45
2025 Q4	$1.1M	Sell	5,544 -244	-4%	-$47.9K	0.74%	43
2025 Q3	$1.13M	Buy	5,788 +280	+5%	+$52.5K	0.78%	38
2025 Q2	$1.01M	Buy	5,508 +779	+16%	+$134K	0.76%	38
2025 Q1	$808K	Buy	4,729 +79	+2%	+$14.1K	0.66%	38
2024 Q4	$828K	Buy	+4,650	New	+$845K	0.66%	43

Other funds holding QUAL

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

MFA Wealth Services's QUAL Position: Q3 2026 in Review

MFA Wealth Services reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.3% in Q3 2026, selling an estimated $48.7K and leaving 4,895 shares worth $1.09M. The position accounts for 0.65% of the portfolio, ranked #44.

MFA Wealth Services first reported a position in QUAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q3 2025. 433 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

MFA Wealth Services held 4,895 shares of iShares MSCI USA Quality Factor ETF worth $1.09M as of Q3 2026.
MFA Wealth Services sold 220 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $48.7K.
iShares MSCI USA Quality Factor ETF made up 0.65% of MFA Wealth Services's portfolio in Q3 2026, its #44 holding.
MFA Wealth Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's iShares MSCI USA Quality Factor ETF position peaked at $1.13M in Q3 2025.
433 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.