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Premier Path Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Premier Path Wealth Partners’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 		$9.28M Sell
42,309
-4,289
-9% -$899K 1.07% 17
2026
Q1 		$8.94M Sell
46,598
-6,258
-12% -$1.25M 1.16% 17
2025
Q4 		$10.5M Sell
52,856
-4,381
-8% -$861K 1.36% 13
2025
Q3 		$11.1M Sell
57,237
-361
-0.6% -$67.7K 1.43% 11
2025
Q2 		$10.5M Buy
57,598
+2,713
+5% +$468K 1.47% 12
2025
Q1 		$9.38M Buy
54,885
+1,264
+2% +$226K 1.46% 11
2024
Q4 		$9.55M Buy
53,621
+1,308
+3% +$238K 1.46% 11
2024
Q3 		$9.38M Buy
52,313
+2,798
+6% +$485K 1.48% 11
2024
Q2 		$8.46M Buy
49,515
+1,791
+4% +$294K 1.44% 10
2024
Q1 		$7.84M Buy
47,724
+7,199
+18% +$1.12M 1.48% 11
2023
Q4 		$6.05M Buy
+40,525
New +$5.61M 1.34% 11

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

Premier Path Wealth Partners's QUAL Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.2% in Q2 2026, selling an estimated $899K and leaving 42,309 shares worth $9.28M. The position accounts for 1.07% of the portfolio, ranked #17.

Premier Path Wealth Partners first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q3 2025. 772 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Premier Path Wealth Partners held 42,309 shares of iShares MSCI USA Quality Factor ETF worth $9.28M as of Q2 2026.
  • Premier Path Wealth Partners sold 4,289 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $899K.
  • iShares MSCI USA Quality Factor ETF made up 1.07% of Premier Path Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Premier Path Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $11.1M in Q3 2025.
  • 772 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.