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Morton Capital Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Morton Capital Management’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 		$475K Buy
2,163
+519
+32% +$109K 0.06% 88
2026
Q1 		$315K Buy
1,644
+1
+0.1% +$200 0.05% 96
2025
Q4 		$326K Buy
1,643
+331
+25% +$65K 0.05% 89
2025
Q3 		$255K Buy
1,312
+1
+0.1% +$188 0.04% 105
2025
Q2 		$240K Sell
1,311
-54
-4% -$9.32K 0.04% 105
2025
Q1 		$233K Buy
1,365
+57
+4% +$10.2K 0.05% 99
2024
Q4 		$233K Buy
1,308
+1
+0.1% +$182 0.04% 101
2024
Q3 		$234K Buy
+1,307
New +$227K 0.05% 101

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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Morton Capital Management's QUAL Position: Q2 2026 in Review

Morton Capital Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 32% in Q2 2026, buying an estimated $109K and bringing the position to 2,163 shares worth $475K. The position accounts for 0.06% of the portfolio, ranked #88.

Morton Capital Management first reported a position in QUAL in Q3 2024 and has held it in 8 quarters since. 519 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Morton Capital Management held 2,163 shares of iShares MSCI USA Quality Factor ETF worth $475K as of Q2 2026.
  • Morton Capital Management bought 519 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $109K.
  • iShares MSCI USA Quality Factor ETF made up 0.06% of Morton Capital Management's portfolio in Q2 2026, its #88 holding.
  • Morton Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 519 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.