Noble Wealth Management PBC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Noble Wealth Management PBC’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 Q3	$1.16M	Sell	5,231 -153	-3%	-$33.8K	0.52%	57
2026 Q2	$1.18M	Sell	5,384 -70	-1%	-$14.7K	0.53%	53
2026 Q1	$1.05M	Buy	5,454 +164	+3%	+$32.9K	0.53%	53
2025 Q4	$1.05M	Sell	5,290 -1,277	-19%	-$251K	0.53%	52
2025 Q3	$1.28M	Buy	+6,567	New	+$1.23M	0.68%	44
2025 Q1	$1.37M	Sell	8,024 -830	-9%	-$149K	0.94%	32
2024 Q4	$1.58M	Buy	+8,854	New	+$1.61M	1.09%	29

Other funds holding QUAL

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Noble Wealth Management PBC's QUAL Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.8% in Q3 2026, selling an estimated $33.8K and leaving 5,231 shares worth $1.16M. The position accounts for 0.52% of the portfolio, ranked #57.

Noble Wealth Management PBC first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2024. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Noble Wealth Management PBC held 5,231 shares of iShares MSCI USA Quality Factor ETF worth $1.16M as of Q3 2026.
Noble Wealth Management PBC sold 153 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $33.8K.
iShares MSCI USA Quality Factor ETF made up 0.52% of Noble Wealth Management PBC's portfolio in Q3 2026, its #57 holding.
Noble Wealth Management PBC first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's iShares MSCI USA Quality Factor ETF position peaked at $1.58M in Q4 2024.
87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.