NA
QUAL icon

Networth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Networth 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 		$8.13K Sell
37
-293
-89% -$61.4K ﹤0.01% 191
2026
Q1 		$63.3K Sell
330
-102
-24% -$20.4K 0.04% 86
2025
Q4 		$85.8K Buy
+432
New +$84.9K 0.06% 69

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Networth Advisors's QUAL Position: Q2 2026 in Review

Networth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 89% in Q2 2026, selling an estimated $61.4K and leaving 37 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Networth Advisors first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $85.8K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Networth Advisors held 37 shares of iShares MSCI USA Quality Factor ETF worth $8.13K as of Q2 2026.
  • Networth Advisors sold 293 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $61.4K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #191 holding.
  • Networth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $85.8K in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.