Moment Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Moment Partners’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	$5.84M	Sell	26,633 -28,836	-52%	-$6.05M	1.05%	7
2026 Q1	$10.6M	Sell	55,469 -4,921	-8%	-$986K	1.9%	11
2025 Q4	$12M	Sell	60,390 -18,451	-23%	-$3.63M	2.47%	7
2025 Q3	$15.3M	Sell	78,841 -845	-1%	-$159K	2.71%	10
2025 Q2	$14.6M	Buy	79,686 +5,590	+8%	+$965K	2.73%	10
2025 Q1	$12.7M	Sell	74,096 -2,081	-3%	-$373K	2.51%	10
2024 Q4	$13.6M	Buy	+76,177	New	+$13.8M	2.58%	10

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 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

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

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Moment Partners's QUAL Position: Q2 2026 in Review

Moment Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 52% in Q2 2026, selling an estimated $6.05M and leaving 26,633 shares worth $5.84M. The position accounts for 1.05% of the portfolio, ranked #7.

Moment Partners first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.3M in Q3 2025. 845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Moment Partners held 26,633 shares of iShares MSCI USA Quality Factor ETF worth $5.84M as of Q2 2026.
Moment Partners sold 28,836 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $6.05M.
iShares MSCI USA Quality Factor ETF made up 1.05% of Moment Partners's portfolio in Q2 2026, its #7 holding.
Moment Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Moment Partners's iShares MSCI USA Quality Factor ETF position peaked at $15.3M in Q3 2025.
845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.