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

Root Financial Partners’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 Q3	$1.01M	Buy	4,566 +1,069	+31%	+$236K	0.03%	134
2026 Q2	$767K	Sell	3,497 -44	-1%	-$9.23K	0.03%	145
2026 Q1	$679K	Buy	3,541 +1,333	+60%	+$267K	0.03%	132
2025 Q4	$439K	Buy	2,208 +543	+33%	+$107K	0.02%	182
2025 Q3	$324K	Buy	1,665 +525	+46%	+$98.5K	0.02%	204
2025 Q2	$208K	Buy	+1,140	New	+$197K	0.02%	239

Other funds holding QUAL

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Root Financial Partners's QUAL Position: Q3 2026 in Review

Root Financial Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 31% in Q3 2026, buying an estimated $236K and bringing the position to 4,566 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #134.

Root Financial Partners first reported a position in QUAL in Q2 2025 and has held it in 6 quarters since. 746 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Root Financial Partners held 4,566 shares of iShares MSCI USA Quality Factor ETF worth $1.01M as of Q3 2026.
Root Financial Partners bought 1,069 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $236K.
iShares MSCI USA Quality Factor ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #134 holding.
Root Financial Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 6 quarters since.
746 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.