Quest 10 Wealth Builders’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Quest 10 Wealth Builders’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	$34K	Buy	612 +152	+33%	+$8.41K	0.03%	294
2026 Q2	$25.2K	Sell	460 -2,016	-81%	-$106K	0.02%	308
2026 Q1	$119K	Sell	2,476 -528	-18%	-$26.5K	0.1%	128
2025 Q4	$149K	Sell	3,004 -328	-10%	-$16.1K	0.13%	114
2025 Q3	$162K	Sell	3,332 -676	-17%	-$31.7K	0.15%	106
2025 Q2	$183K	Sell	4,008 -196	-5%	-$8.46K	0.18%	98
2025 Q1	$180K	Buy	4,204 +280	+7%	+$12.5K	0.19%	94
2024 Q4	$175K	Buy	+3,924	New	+$178K	0.17%	102

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Quest 10 Wealth Builders's QUAL Position: Q3 2026 in Review

Quest 10 Wealth Builders increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 33% in Q3 2026, buying an estimated $8.41K and bringing the position to 612 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #294.

Quest 10 Wealth Builders first reported a position in QUAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $183K in Q2 2025. 1,175 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Quest 10 Wealth Builders held 612 shares of iShares MSCI USA Quality Factor ETF worth $34K as of Q3 2026.
Quest 10 Wealth Builders bought 152 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $8.41K.
iShares MSCI USA Quality Factor ETF made up 0.03% of Quest 10 Wealth Builders's portfolio in Q3 2026, its #294 holding.
Quest 10 Wealth Builders first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 8 quarters since.
Quest 10 Wealth Builders's iShares MSCI USA Quality Factor ETF position peaked at $183K in Q2 2025.
1,175 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.