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

Oasis 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
Q3 		$2.79M Buy
50,300
+46,292
+1,155% +$2.56M 1.17% 24
2026
Q2 		$220K Buy
+4,008
New +$210K 0.14% 50
2026
Q1 		– Sell
-4,320
Closed -$215K – 227
2025
Q4 		$215K Buy
+4,320
New +$212K 0.11% 69

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Oasis Advisors's QUAL Position: Q3 2026 in Review

Oasis Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1,155% in Q3 2026, buying an estimated $2.56M and bringing the position to 50,300 shares worth $2.79M. The position accounts for 1.17% of the portfolio, ranked #24.

Oasis Advisors first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. 1,175 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Oasis Advisors held 50,300 shares of iShares MSCI USA Quality Factor ETF worth $2.79M as of Q3 2026.
  • Oasis Advisors bought 46,292 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $2.56M.
  • iShares MSCI USA Quality Factor ETF made up 1.17% of Oasis Advisors's portfolio in Q3 2026, its #24 holding.
  • Oasis Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,175 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.