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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
Q2 		$220K Buy
+1,002
New +$210K 0.14% 50
2026
Q1 		– Sell
-1,080
Closed -$215K – 227
2025
Q4 		$215K Buy
+1,080
New +$212K 0.11% 69

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

Oasis Advisors's QUAL Position: Q2 2026 in Review

Oasis Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 1,002 shares worth $220K. The stake represents 0.14% of the portfolio and ranks #50 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in QUAL as recently as Q4 2025.

Oasis Advisors first reported a position in QUAL in Q4 2025 and has held it in 2 quarters since. 795 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Oasis Advisors held 1,002 shares of iShares MSCI USA Quality Factor ETF worth $220K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Oasis Advisors position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.14% of Oasis Advisors's portfolio in Q2 2026, its #50 holding.
  • Oasis Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 795 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.