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Retirement Wealth Solutions’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Retirement Wealth Solutions’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 		$1.39M Sell
6,313
-6,237
-50% -$1.31M 0.76% 26
2026
Q1 		$2.41M Sell
12,550
-614
-5% -$123K 1.52% 19
2025
Q4 		$2.61M Sell
13,164
-6,838
-34% -$1.34M 1.65% 16
2025
Q3 		$3.89M Sell
20,002
-358
-2% -$67.2K 2.56% 10
2025
Q2 		$3.72M Buy
20,360
+1,498
+8% +$259K 2.72% 10
2025
Q1 		$3.22M Buy
18,862
+5,583
+42% +$1,000K 2.6% 9
2024
Q4 		$2.34M Buy
+13,279
New +$2.41M 1.98% 12

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Retirement Wealth Solutions's QUAL Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 50% in Q2 2026, selling an estimated $1.31M and leaving 6,313 shares worth $1.39M. The position accounts for 0.76% of the portfolio, ranked #26.

Retirement Wealth Solutions first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.89M in Q3 2025. 306 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Retirement Wealth Solutions held 6,313 shares of iShares MSCI USA Quality Factor ETF worth $1.39M as of Q2 2026.
  • Retirement Wealth Solutions sold 6,237 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.31M.
  • iShares MSCI USA Quality Factor ETF made up 0.76% of Retirement Wealth Solutions's portfolio in Q2 2026, its #26 holding.
  • Retirement Wealth Solutions first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares MSCI USA Quality Factor ETF position peaked at $3.89M in Q3 2025.
  • 306 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.