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

Nikulski Financial’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 		$369K Sell
1,683
-180
-10% -$37.7K 0.08% 146
2026
Q1 		$357K Sell
1,863
-35
-2% -$7.01K 0.09% 141
2025
Q4 		$377K Sell
1,898
-4,676
-71% -$919K 0.09% 132
2025
Q3 		$1.28M Sell
6,574
-276
-4% -$51.8K 0.32% 70
2025
Q2 		$1.25M Buy
6,850
+1
+0% +$173 0.34% 71
2025
Q1 		$1.17M Hold
6,849
– – 0.35% 69
2024
Q4 		$1.22M Hold
6,849
– – 0.36% 68
2024
Q3 		$1.23M Hold
6,849
– – 0.37% 67
2024
Q2 		$1.17M Sell
6,849
-55
-0.8% -$9.03K 0.37% 65
2024
Q1 		$1.13M Sell
6,904
-340
-5% -$53.1K 0.38% 67
2023
Q4 		$1.07M Buy
7,244
+375
+5% +$51.9K 0.39% 64
2023
Q3 		$905K Buy
6,869
+500
+8% +$68.3K 0.37% 72
2023
Q2 		$859K Hold
6,369
– – 0.36% 70
2023
Q1 		$790K Sell
6,369
-275
-4% -$33K 0.35% 66
2022
Q4 		$757K Buy
6,644
+155
+2% +$17.6K 0.36% 63
2022
Q3 		$674K Buy
6,489
+200
+3% +$23.4K 0.35% 62
2022
Q2 		$703K Buy
6,289
+75
+1% +$9.15K 0.35% 63
2022
Q1 		$837K Buy
6,214
+1,560
+34% +$207K 0.35% 72
2021
Q4 		$677K Buy
4,654
+780
+20% +$110K 0.28% 75
2021
Q3 		$510K Buy
3,874
+550
+17% +$75.6K 0.24% 83
2021
Q2 		$450K Sell
3,324
-430
-11% -$55.1K 0.21% 88
2021
Q1 		$457K Hold
3,754
– – 0.23% 81
2020
Q4 		$436K Buy
3,754
+560
+18% +$61.7K 0.24% 77
2020
Q3 		$331K Buy
3,194
+763
+31% +$78.1K 0.21% 83
2020
Q2 		$233K Buy
+2,431
New +$223K 0.16% 98
2020
Q1 		– Sell
-2,240
Closed -$230K – 105
2019
Q4 		$230K Buy
+2,240
New +$216K 0.17% 87

Other funds holding QUAL

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
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
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
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

Nikulski Financial's QUAL Position: Q2 2026 in Review

Nikulski Financial reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.7% in Q2 2026, selling an estimated $37.7K and leaving 1,683 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #146.

Nikulski Financial first reported a position in QUAL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.28M in Q3 2025. 758 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Nikulski Financial held 1,683 shares of iShares MSCI USA Quality Factor ETF worth $369K as of Q2 2026.
  • Nikulski Financial sold 180 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $37.7K.
  • iShares MSCI USA Quality Factor ETF made up 0.08% of Nikulski Financial's portfolio in Q2 2026, its #146 holding.
  • Nikulski Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 26 quarters since.
  • Nikulski Financial's iShares MSCI USA Quality Factor ETF position peaked at $1.28M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.