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Moneywise Inc’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Moneywise Inc’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 		$211K Buy
+960
New +$201K 0.08% 83

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
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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Moneywise Inc's QUAL Position: Q2 2026 in Review

Moneywise Inc opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 960 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #83 among its holdings.

402 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Moneywise Inc held 960 shares of iShares MSCI USA Quality Factor ETF worth $211K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Moneywise Inc position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.08% of Moneywise Inc's portfolio in Q2 2026, its #83 holding.
  • 402 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.