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

Novus 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	$607K	Sell	2,767 -377	-12%	-$79.1K	1.27%	24
2026 Q1	$603K	Sell	3,144 -672	-18%	-$135K	1.35%	23
2025 Q4	$758K	Sell	3,816 -40	-1%	-$7.86K	1.69%	18
2025 Q3	$750K	Sell	3,856 -641	-14%	-$120K	1.72%	18
2025 Q2	$822K	Sell	4,497 -421	-9%	-$72.7K	1.25%	23
2025 Q1	$840K	Buy	4,918 +282	+6%	+$50.5K	0.85%	32
2024 Q4	$826K	Buy	+4,636	New	+$842K	0.82%	31

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 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 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

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Novus Advisors's QUAL Position: Q2 2026 in Review

Novus Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 12% in Q2 2026, selling an estimated $79.1K and leaving 2,767 shares worth $607K. The position accounts for 1.27% of the portfolio, ranked #24.

Novus Advisors first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $840K in Q1 2025. 845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Novus Advisors held 2,767 shares of iShares MSCI USA Quality Factor ETF worth $607K as of Q2 2026.
Novus Advisors sold 377 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $79.1K.
iShares MSCI USA Quality Factor ETF made up 1.27% of Novus Advisors's portfolio in Q2 2026, its #24 holding.
Novus Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Novus Advisors's iShares MSCI USA Quality Factor ETF position peaked at $840K in Q1 2025.
845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.