Post Resch Tallon Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Post Resch Tallon Group’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	$336K	Hold	1,533	–	–	0.23%	78
2026 Q1	$295K	Sell	1,533 -100	-6%	-$20K	0.24%	79
2025 Q4	$324K	Hold	1,633	–	–	0.27%	69
2025 Q3	$318K	Hold	1,633	–	–	0.28%	65
2025 Q2	$299K	Sell	1,633 -250	-13%	-$43.1K	0.29%	65
2025 Q1	$320K	Hold	1,883	–	–	0.33%	57
2024 Q4	$334K	Buy	+1,883	New	+$342K	0.32%	57

Other funds holding QUAL

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Post Resch Tallon Group's QUAL Position: Q2 2026 in Review

Post Resch Tallon Group held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,533 shares worth $336K. The position accounts for 0.23% of the portfolio, ranked #78.

Post Resch Tallon Group first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Post Resch Tallon Group held 1,533 shares of iShares MSCI USA Quality Factor ETF worth $336K as of Q2 2026.
Post Resch Tallon Group left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.23% of Post Resch Tallon Group's portfolio in Q2 2026, its #78 holding.
Post Resch Tallon Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.