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

MKT 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 		$834K Sell
3,828
-4,212
-52% -$883K 0.26% 51
2026
Q1 		$1.55M Buy
8,040
+264
+3% +$52.9K 0.52% 28
2025
Q4 		$1.56M Sell
7,776
-3,173
-29% -$623K 0.53% 30
2025
Q3 		$2.14M Sell
10,949
-2,186
-17% -$410K 0.8% 18
2025
Q2 		$2.41M Buy
13,135
+980
+8% +$169K 0.95% 15
2025
Q1 		$1.88M Buy
12,155
+2,085
+21% +$373K 0.88% 17
2024
Q4 		$1.82M Sell
10,070
-143
-1% -$26K 0.79% 17
2024
Q3 		$1.82M Buy
10,213
+222
+2% +$38.5K 0.85% 17
2024
Q2 		$1.73M Buy
9,991
+515
+5% +$84.6K 0.86% 17
2024
Q1 		$1.52M Buy
9,476
+4,949
+109% +$773K 0.84% 19
2023
Q4 		$655K Buy
4,527
+1,383
+44% +$191K 0.43% 45
2023
Q3 		$415K Sell
3,144
-38
-1% -$5.19K 0.31% 68
2023
Q2 		$445K Sell
3,182
-307
-9% -$39.1K 0.31% 65
2023
Q1 		$430K Buy
+3,489
New +$419K 0.32% 63

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
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
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MKT Advisors's QUAL Position: Q2 2026 in Review

MKT Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 52% in Q2 2026, selling an estimated $883K and leaving 3,828 shares worth $834K. The position accounts for 0.26% of the portfolio, ranked #51.

MKT Advisors first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.41M in Q2 2025. 306 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • MKT Advisors held 3,828 shares of iShares MSCI USA Quality Factor ETF worth $834K as of Q2 2026.
  • MKT Advisors sold 4,212 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $883K.
  • iShares MSCI USA Quality Factor ETF made up 0.26% of MKT Advisors's portfolio in Q2 2026, its #51 holding.
  • MKT Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • MKT Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2.41M in Q2 2025.
  • 306 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.