RVW Wealth
QUAL icon

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

RVW Wealth’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 		$29.1M Sell
524,492
-3,120
-0.6% -$173K 1.87% 16
2026
Q2 		$28.9M Buy
527,612
+1,668
+0.3% +$87.5K 1.91% 15
2026
Q1 		$25.2M Sell
525,944
-12,636
-2% -$633K 1.96% 18
2025
Q4 		$26.7M Sell
538,580
-6,056
-1% -$297K 2.04% 16
2025
Q3 		$26.5M Sell
544,636
-1,912
-0.3% -$89.7K 2.07% 14
2025
Q2 		$25M Buy
546,548
+52,660
+11% +$2.27M 2.12% 15
2025
Q1 		$21.1M Sell
493,888
-19,032
-4% -$852K 1.99% 18
2024
Q4 		$22.8M Sell
512,920
-22,636
-4% -$1.03M 2.13% 18
2024
Q3 		$24M Sell
535,556
-5,628
-1% -$244K 2.23% 14
2024
Q2 		$23.1M Sell
541,184
-30,092
-5% -$1.24M 2.31% 14
2024
Q1 		$23.5M Sell
571,276
-18,080
-3% -$706K 2.41% 14
2023
Q4 		$21.7M Sell
589,356
-27,720
-4% -$959K 2.38% 13
2023
Q3 		$20.3M Sell
617,076
-48,960
-7% -$1.67M 2.45% 11
2023
Q2 		$22.5M Sell
666,036
-213,636
-24% -$6.79M 2.65% 11
2023
Q1 		$27.3M Sell
879,672
-271,528
-24% -$8.15M 3.38% 6
2022
Q4 		$32.8M Buy
1,151,200
+36,308
+3% +$1.03M 4.18% 3
2022
Q3 		$29M Buy
1,114,892
+3,372
+0.3% +$98.6K 4.06% 4
2022
Q2 		$31M Buy
1,111,520
+9,352
+0.8% +$285K 4.16% 3
2022
Q1 		$37.1M Buy
1,102,168
+31,340
+3% +$1.04M 4.29% 4
2021
Q4 		$39M Buy
1,070,828
+43,512
+4% +$1.54M 4.35% 4
2021
Q3 		$34M Buy
1,027,316
+20,852
+2% +$717K 4.09% 5
2021
Q2 		$33M Buy
1,006,464
+55,180
+6% +$1.77M 4.13% 5
2021
Q1 		$29M Buy
951,284
+53,564
+6% +$1.58M 3.79% 6
2020
Q4 		$26M Buy
897,720
+33,216
+4% +$914K 3.81% 4
2020
Q3 		$22.4M Buy
864,504
+8,128
+0.9% +$208K 3.79% 5
2020
Q2 		$20.5M Buy
856,376
+535,908
+167% +$12.3M 3.75% 4
2020
Q1 		$6.49M Sell
320,468
-423,916
-57% -$10.1M 1.52% 26
2019
Q4 		$18.8M Sell
744,384
-2,512
-0.3% -$60.5K 4.11% 6
2019
Q3 		$17.3M Sell
746,896
-43,220
-5% -$994K 4.1% 7
2019
Q2 		$18.1M Buy
790,116
+15,992
+2% +$360K 4.31% 6
2019
Q1 		$17.1M Buy
+774,124
New +$16.3M 4.37% 6

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RVW Wealth's QUAL Position: Q3 2026 in Review

RVW Wealth reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.59% in Q3 2026, selling an estimated $173K and leaving 524,492 shares worth $29.1M. The position accounts for 1.87% of the portfolio, ranked #16.

RVW Wealth first reported a position in QUAL in Q1 2019 and has held it in 31 quarters since. The position peaked at $39M in Q4 2021. 1,105 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • RVW Wealth held 524,492 shares of iShares MSCI USA Quality Factor ETF worth $29.1M as of Q3 2026.
  • RVW Wealth sold 3,120 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $173K.
  • iShares MSCI USA Quality Factor ETF made up 1.87% of RVW Wealth's portfolio in Q3 2026, its #16 holding.
  • RVW Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2019 and has held it in 31 quarters since.
  • RVW Wealth's iShares MSCI USA Quality Factor ETF position peaked at $39M in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.