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Sage Capital Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sage Capital Advisors’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 		$213K Buy
+970
New +$203K 0.04% 132
2020
Q2 		– Sell
-4,511
Closed -$366K – 101
2020
Q1 		$366K Buy
+4,511
New +$431K 0.3% 58

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Sage Capital Advisors's QUAL Position: Q2 2026 in Review

Sage Capital Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 970 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings. This is a return to the name: Sage Capital Advisors previously reported a position in QUAL as recently as Q1 2020.

Sage Capital Advisors first reported a position in QUAL in Q1 2020 and has held it in 2 quarters since. The position peaked at $366K in Q1 2020. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Sage Capital Advisors held 970 shares of iShares MSCI USA Quality Factor ETF worth $213K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Sage Capital Advisors position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Sage Capital Advisors's portfolio in Q2 2026, its #132 holding.
  • Sage Capital Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 2 quarters since.
  • Sage Capital Advisors's iShares MSCI USA Quality Factor ETF position peaked at $366K in Q1 2020.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.