Moss Adams Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Moss Adams Wealth 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	$812K	Hold	3,699	–	–	0.05%	111
2026 Q1	$710K	Hold	3,699	–	–	0.05%	111
2025 Q4	$735K	Hold	3,699	–	–	0.05%	104
2025 Q3	$719K	Buy	3,699 +12	+0.3%	+$2.25K	0.06%	99
2025 Q2	$674K	Hold	3,687	–	–	0.06%	108
2025 Q1	$630K	Hold	3,687	–	–	0.07%	96
2024 Q4	$657K	Sell	3,687 -67	-2%	-$12.2K	0.07%	85
2024 Q3	$673K	Buy	+3,754	New	+$651K	0.07%	76
2023 Q2	–	Sell	-51	Closed	-$6.33K	–	169
2023 Q1	$6.33K	Buy	51 +39	+325%	+$4.68K	﹤0.01%	141
2022 Q4	$1.37K	Buy	+12	New	+$1.36K	﹤0.01%	167

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

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

Moss Adams Wealth Advisors's QUAL Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 3,699 shares worth $812K. The position accounts for 0.05% of the portfolio, ranked #111.

Moss Adams Wealth Advisors first reported a position in QUAL in Q4 2022 and has held it in 10 quarters since. 627 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Moss Adams Wealth Advisors held 3,699 shares of iShares MSCI USA Quality Factor ETF worth $812K as of Q2 2026.
Moss Adams Wealth Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.05% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Moss Adams Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 10 quarters since.
627 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.