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 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

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

MFA Wealth Services's QUAL Position: Q2 2026 in Review

MFA Wealth Services reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 7.1% in Q2 2026, selling an estimated $81.6K and leaving 5,115 shares worth $1.12M. The position accounts for 0.67% of the portfolio, ranked #43.

MFA Wealth Services first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2025. 453 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

MFA Wealth Services held 5,115 shares of iShares MSCI USA Quality Factor ETF worth $1.12M as of Q2 2026.
MFA Wealth Services sold 389 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $81.6K.
iShares MSCI USA Quality Factor ETF made up 0.67% of MFA Wealth Services's portfolio in Q2 2026, its #43 holding.
MFA Wealth Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's iShares MSCI USA Quality Factor ETF position peaked at $1.13M in Q3 2025.
453 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.