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

Portus Wealth 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	$2.08M	Buy	9,347 +10	+0.1%	+$2.21K	1.71%	17
2026 Q2	$2.05M	Sell	9,337 -2	-0%	-$419	1.69%	17
2026 Q1	$1.79M	Sell	9,339 -380	-4%	-$76.2K	1.69%	14
2025 Q4	$1.93M	Sell	9,719 -36	-0.4%	-$7.07K	1.82%	17
2025 Q3	$1.9M	Buy	+9,755	New	+$1.83M	1.89%	14

Other funds holding QUAL

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWG

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

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Portus Wealth Advisors's QUAL Position: Q3 2026 in Review

Portus Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.11% in Q3 2026, buying an estimated $2.21K and bringing the position to 9,347 shares worth $2.08M. The position accounts for 1.71% of the portfolio, ranked #17.

Portus Wealth Advisors first reported a position in QUAL in Q3 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Portus Wealth Advisors held 9,347 shares of iShares MSCI USA Quality Factor ETF worth $2.08M as of Q3 2026.
Portus Wealth Advisors bought 10 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $2.21K.
iShares MSCI USA Quality Factor ETF made up 1.71% of Portus Wealth Advisors's portfolio in Q3 2026, its #17 holding.
Portus Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.