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Roble Belko & Company’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Roble Belko & Company’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 		$300K Hold
1,367
– – 0.03% 111
2026
Q1 		$262K Hold
1,367
– – 0.03% 115
2025
Q4 		$272K Buy
+1,367
New +$269K 0.04% 104

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Roble Belko & Company's QUAL Position: Q2 2026 in Review

Roble Belko & Company held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,367 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #111.

Roble Belko & Company first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. 1,118 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Roble Belko & Company held 1,367 shares of iShares MSCI USA Quality Factor ETF worth $300K as of Q2 2026.
  • Roble Belko & Company left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of Roble Belko & Company's portfolio in Q2 2026, its #111 holding.
  • Roble Belko & Company first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,118 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.