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

Moulton 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 		$1.21M Buy
+5,518
New +$1.16M 0.8% 27
2026
Q1 		– Sell
-9,361
Closed -$1.86M – 67
2025
Q4 		$1.86M Sell
9,361
-382
-4% -$75.1K 1.77% 18
2025
Q3 		$1.9M Buy
9,743
+617
+7% +$116K 1.38% 24
2025
Q2 		$1.69M Buy
+9,126
New +$1.57M 1.28% 21
2025
Q1 		– Sell
-3,713
Closed -$661K – 41
2024
Q4 		$661K Buy
3,713
+360
+11% +$65.4K 0.51% 33
2024
Q3 		$601K Buy
+3,353
New +$582K 0.5% 31
2022
Q1 		– Sell
-23,362
Closed -$3.38M – 21
2021
Q4 		$3.38M Buy
23,362
+1,701
+8% +$240K 2.48% 13
2021
Q3 		$2.88M Buy
+21,661
New +$2.98M 2.15% 16

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
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

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

Moulton Wealth Management opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 5,518 shares worth $1.21M. The stake represents 0.8% of the portfolio and ranks #27 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in QUAL as recently as Q4 2025.

Moulton Wealth Management first reported a position in QUAL in Q3 2021 and has held it in 8 quarters since. The position peaked at $3.38M in Q4 2021. 417 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Moulton Wealth Management held 5,518 shares of iShares MSCI USA Quality Factor ETF worth $1.21M as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Moulton Wealth Management position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.8% of Moulton Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Moulton Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and has held it in 8 quarters since.
  • Moulton Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $3.38M in Q4 2021.
  • 417 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.