N.E.W. Advisory Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-37
Closed -$7.1K 1018
2026
Q1
$7.1K Buy
+37
New +$7.42K ﹤0.01% 688
2025
Q3
Sell
-621
Closed -$114K 866
2025
Q2
$114K Buy
621
+1
+0.2% +$173 0.01% 233
2025
Q1
$106K Buy
+620
New +$111K 0.01% 272

Other funds holding QUAL

N.E.W. Advisory Services's QUAL Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 37 shares — an estimated $7.1K sold.

N.E.W. Advisory Services first reported a position in QUAL in Q1 2025 and held it in 3 quarters. The position peaked at $114K in Q2 2025. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • N.E.W. Advisory Services reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • N.E.W. Advisory Services sold 37 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $7.1K.
  • N.E.W. Advisory Services first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's iShares MSCI USA Quality Factor ETF position peaked at $114K in Q2 2025.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.