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Riverbend Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Riverbend Wealth 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 		$444K Sell
2,023
-150
-7% -$31.5K 0.22% 115
2026
Q1 		$417K Sell
2,173
-34
-2% -$6.82K 0.24% 101
2025
Q4 		$438K Sell
2,207
-202
-8% -$39.7K 0.27% 95
2025
Q3 		$469K Sell
2,409
-109
-4% -$20.5K 0.33% 83
2025
Q2 		$460K Buy
2,518
+42
+2% +$7.25K 0.35% 81
2025
Q1 		$423K Sell
2,476
-8
-0.3% -$1.43K 0.38% 76
2024
Q4 		$443K Buy
+2,484
New +$451K 0.39% 70

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Riverbend Wealth Management's QUAL Position: Q2 2026 in Review

Riverbend Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 6.9% in Q2 2026, selling an estimated $31.5K and leaving 2,023 shares worth $444K. The position accounts for 0.22% of the portfolio, ranked #115.

Riverbend Wealth Management first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $469K in Q3 2025. 859 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Riverbend Wealth Management held 2,023 shares of iShares MSCI USA Quality Factor ETF worth $444K as of Q2 2026.
  • Riverbend Wealth Management sold 150 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $31.5K.
  • iShares MSCI USA Quality Factor ETF made up 0.22% of Riverbend Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Riverbend Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Riverbend Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $469K in Q3 2025.
  • 859 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.