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

RHS Financial’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 		$933K Buy
4,251
+851
+25% +$178K 0.38% 63
2026
Q1 		$652K Sell
3,400
-639
-16% -$128K 0.31% 64
2025
Q4 		$802K Sell
4,039
-270
-6% -$53.1K 0.39% 56
2025
Q3 		$838K Sell
4,309
-690
-14% -$129K 0.43% 52
2025
Q2 		$914K Sell
4,999
-6,602
-57% -$1.14M 0.52% 45
2025
Q1 		$1.98M Sell
11,601
-6,268
-35% -$1.12M 1.11% 30
2024
Q4 		$3.18M Sell
17,869
-852
-5% -$155K 1.65% 18
2024
Q3 		$3.36M Sell
18,721
-2,195
-10% -$381K 1.69% 17
2024
Q2 		$3.57M Sell
20,916
-505
-2% -$82.9K 2.18% 15
2024
Q1 		$3.52M Buy
21,421
+1,193
+6% +$186K 2.05% 16
2023
Q4 		$2.98M Buy
20,228
+2,804
+16% +$388K 1.88% 17
2023
Q3 		$2.3M Buy
17,424
+2,968
+21% +$405K 1.61% 19
2023
Q2 		$1.95M Buy
14,456
+4,987
+53% +$634K 1.43% 20
2023
Q1 		$1.17M Buy
9,469
+5,778
+157% +$694K 0.89% 33
2022
Q4 		$421K Sell
3,691
-5,622
-60% -$638K 0.33% 61
2022
Q3 		$968K Buy
9,313
+4,827
+108% +$565K 0.86% 32
2022
Q2 		$501K Buy
+4,486
New +$547K 0.41% 48

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RHS Financial's QUAL Position: Q2 2026 in Review

RHS Financial increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 25% in Q2 2026, buying an estimated $178K and bringing the position to 4,251 shares worth $933K. The position accounts for 0.38% of the portfolio, ranked #63.

RHS Financial first reported a position in QUAL in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.57M in Q2 2024. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • RHS Financial held 4,251 shares of iShares MSCI USA Quality Factor ETF worth $933K as of Q2 2026.
  • RHS Financial bought 851 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $178K.
  • iShares MSCI USA Quality Factor ETF made up 0.38% of RHS Financial's portfolio in Q2 2026, its #63 holding.
  • RHS Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • RHS Financial's iShares MSCI USA Quality Factor ETF position peaked at $3.57M in Q2 2024.
  • 1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.