NFG
QUAL icon

Nations Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Nations Financial Group’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 		$1.42M Buy
6,470
+232
+4% +$48.7K 0.07% 289
2026
Q1 		$1.2M Buy
6,238
+507
+9% +$102K 0.06% 323
2025
Q4 		$1.14M Sell
5,731
-1,547
-21% -$304K 0.06% 316
2025
Q3 		$1.42M Buy
7,278
+1,244
+21% +$233K 0.09% 246
2025
Q2 		$1.1M Buy
6,034
+851
+16% +$147K 0.08% 268
2025
Q1 		$886K Buy
5,183
+263
+5% +$47.1K 0.07% 298
2024
Q4 		$876K Sell
4,920
-24
-0.5% -$4.36K 0.06% 307
2024
Q3 		$887K Sell
4,944
-75
-1% -$13K 0.06% 305
2024
Q2 		$857K Sell
5,019
-99
-2% -$16.3K 0.07% 288
2024
Q1 		$841K Buy
5,118
+308
+6% +$48.1K 0.07% 293
2023
Q4 		$708K Buy
4,810
+490
+11% +$67.8K 0.07% 303
2023
Q3 		$569K Buy
+4,320
New +$590K 0.06% 333

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Nations Financial Group's QUAL Position: Q2 2026 in Review

Nations Financial Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.7% in Q2 2026, buying an estimated $48.7K and bringing the position to 6,470 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #289.

Nations Financial Group first reported a position in QUAL in Q3 2023 and has held it in 12 quarters since. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Nations Financial Group held 6,470 shares of iShares MSCI USA Quality Factor ETF worth $1.42M as of Q2 2026.
  • Nations Financial Group bought 232 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $48.7K.
  • iShares MSCI USA Quality Factor ETF made up 0.07% of Nations Financial Group's portfolio in Q2 2026, its #289 holding.
  • Nations Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.