RFN
QUAL icon

RDA Financial Network’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

RDA Financial Network’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 		– Sell
-4,194
Closed -$804K – 299
2026
Q1 		$804K Sell
4,194
-2,901
-41% -$581K 0.2% 112
2025
Q4 		$1.41M Sell
7,095
-938
-12% -$184K 0.34% 89
2025
Q3 		$1.56M Sell
8,033
-6,167
-43% -$1.16M 0.39% 84
2025
Q2 		$2.6M Buy
14,200
+559
+4% +$96.5K 0.7% 33
2025
Q1 		$2.33M Buy
13,641
+1,700
+14% +$304K 0.7% 37
2024
Q4 		$2.13M Buy
11,941
+2,568
+27% +$466K 0.62% 45
2024
Q3 		$1.68M Buy
9,373
+718
+8% +$125K 0.52% 59
2024
Q2 		$1.48M Buy
8,655
+4,444
+106% +$730K 0.48% 62
2024
Q1 		$692K Buy
4,211
+1,346
+47% +$210K 0.24% 105
2023
Q4 		$422K Buy
2,865
+51
+2% +$7.06K 0.16% 136
2023
Q3 		$371K Sell
2,814
-155
-5% -$21.2K 0.16% 137
2023
Q2 		$400K Buy
2,969
+465
+19% +$59.1K 0.17% 128
2023
Q1 		$311K Buy
+2,504
New +$301K 0.14% 154
2020
Q2 		– Sell
-9,423
Closed -$764K – 228
2020
Q1 		$764K Buy
9,423
+1,201
+15% +$115K 0.46% 62
2019
Q4 		$843K Sell
8,222
-737
-8% -$71K 0.34% 75
2019
Q3 		$874K Buy
8,959
+2,413
+37% +$222K 0.37% 72
2019
Q2 		$606K Buy
+6,546
New +$589K 0.27% 93

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
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
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return