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Raleigh Capital Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Raleigh Capital Management’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 		$125K Sell
568
-4,953
-90% -$1.04M 0.04% 230
2026
Q1 		$1.06M Sell
5,521
-116
-2% -$23.3K 0.37% 78
2025
Q4 		$1.12M Sell
5,637
-4,671
-45% -$918K 0.41% 71
2025
Q3 		$2M Sell
10,308
-1,918
-16% -$360K 0.76% 43
2025
Q2 		$2.24M Buy
12,226
+193
+2% +$33.3K 0.94% 20
2025
Q1 		$2.06M Buy
12,033
+1,592
+15% +$285K 0.93% 24
2024
Q4 		$1.86M Buy
10,441
+156
+2% +$28.3K 0.72% 37
2024
Q3 		$1.84M Buy
10,285
+186
+2% +$32.3K 0.71% 35
2024
Q2 		$1.72M Sell
10,099
-5,072
-33% -$833K 0.73% 36
2024
Q1 		$2.49M Buy
15,171
+1,371
+10% +$214K 1.08% 14
2023
Q4 		$2.03M Sell
13,800
-105
-0.8% -$14.5K 0.94% 25
2023
Q3 		$1.83M Sell
13,905
-3,214
-19% -$439K 0.93% 28
2023
Q2 		$2.31M Sell
17,119
-141
-0.8% -$17.9K 1.15% 17
2023
Q1 		$2.14M Buy
+17,260
New +$2.07M 1.06% 24
2022
Q1 		– Sell
-155
Closed -$23K – 662
2021
Q4 		$23K Buy
+155
New +$21.9K 0.02% 163

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Raleigh Capital Management's QUAL Position: Q2 2026 in Review

Raleigh Capital Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 90% in Q2 2026, selling an estimated $1.04M and leaving 568 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #230.

Raleigh Capital Management first reported a position in QUAL in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.49M in Q1 2024. 509 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Raleigh Capital Management held 568 shares of iShares MSCI USA Quality Factor ETF worth $125K as of Q2 2026.
  • Raleigh Capital Management sold 4,953 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.04M.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Raleigh Capital Management's portfolio in Q2 2026, its #230 holding.
  • Raleigh Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 15 quarters since.
  • Raleigh Capital Management's iShares MSCI USA Quality Factor ETF position peaked at $2.49M in Q1 2024.
  • 509 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.