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

15 Wealth Advisors LLC’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	$877K	Buy	+3,941	New	+$872K	0.22%	49

Other funds holding QUAL

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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

15 Wealth Advisors LLC's QUAL Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2026: 3,941 shares worth $877K. The stake represents 0.22% of the portfolio and ranks #49 among its holdings.

197 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

15 Wealth Advisors LLC held 3,941 shares of iShares MSCI USA Quality Factor ETF worth $877K as of Q3 2026.
iShares MSCI USA Quality Factor ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares MSCI USA Quality Factor ETF made up 0.22% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #49 holding.
197 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.