MWM
QUAL icon

Mosley Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Mosley Wealth 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 		$571K Sell
2,602
-23,327
-90% -$4.89M 0.18% 88
2026
Q1 		$5.04M Buy
25,929
+196
+0.8% +$39.3K 2.28% 9
2025
Q4 		$5.06M Buy
+25,733
New +$5.06M 2.32% 9
2024
Q4 		$3.61M Buy
19,706
+1,284
+7% +$233K 2.24% 10
2024
Q3 		$3.35M Buy
18,422
+2,305
+14% +$400K 2.29% 11
2024
Q2 		$2.75M Buy
16,117
+283
+2% +$46.5K 2.34% 11
2024
Q1 		$2.6M Buy
15,834
+148
+0.9% +$23.1K 2.44% 11
2023
Q4 		$2.31M Buy
+15,686
New +$2.17M 2.28% 12

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Mosley Wealth Management's QUAL Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 90% in Q2 2026, selling an estimated $4.89M and leaving 2,602 shares worth $571K. The position accounts for 0.18% of the portfolio, ranked #88.

Mosley Wealth Management first reported a position in QUAL in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.06M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Mosley Wealth Management held 2,602 shares of iShares MSCI USA Quality Factor ETF worth $571K as of Q2 2026.
  • Mosley Wealth Management sold 23,327 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $4.89M.
  • iShares MSCI USA Quality Factor ETF made up 0.18% of Mosley Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Mosley Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 8 quarters since.
  • Mosley Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $5.06M in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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