Next Level Private’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Next Level Private’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	$238K	Buy	+1,084	New	+$227K	0.05%	159

Other funds holding QUAL

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Next Level Private's QUAL Position: Q2 2026 in Review

Next Level Private opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 1,084 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings.

306 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Next Level Private held 1,084 shares of iShares MSCI USA Quality Factor ETF worth $238K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Next Level Private position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.05% of Next Level Private's portfolio in Q2 2026, its #159 holding.
306 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.