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Salem Investment Counselors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Salem Investment Counselors’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 		$369K Hold
1,681
– – 0.01% 333
2026
Q1 		$322K Buy
1,681
+11
+0.7% +$2.21K 0.01% 331
2025
Q4 		$332K Sell
1,670
-207
-11% -$40.7K 0.01% 325
2025
Q3 		$365K Sell
1,877
-34
-2% -$6.38K 0.01% 317
2025
Q2 		$349K Hold
1,911
– – 0.01% 314
2025
Q1 		$327K Buy
1,911
+33
+2% +$5.91K 0.01% 306
2024
Q4 		$334K Hold
1,878
– – 0.01% 303
2024
Q3 		$337K Hold
1,878
– – 0.01% 309
2024
Q2 		$321K Sell
1,878
-1,236
-40% -$203K 0.01% 302
2024
Q1 		$512K Buy
3,114
+38
+1% +$5.94K 0.02% 265
2023
Q4 		$453K Hold
3,076
– – 0.02% 264
2023
Q3 		$407K Sell
3,076
-1,145
-27% -$156K 0.02% 266
2023
Q2 		$569K Buy
4,221
+834
+25% +$106K 0.02% 224
2023
Q1 		$420K Buy
3,387
+133
+4% +$16K 0.02% 256
2022
Q4 		$371K Buy
3,254
+1,294
+66% +$147K 0.02% 271
2022
Q3 		$204K Sell
1,960
-648
-25% -$75.8K 0.01% 300
2022
Q2 		$291K Sell
2,608
-1,220
-32% -$149K 0.01% 289
2022
Q1 		$515K Sell
3,828
-288
-7% -$38.2K 0.02% 255
2021
Q4 		$599K Buy
4,116
+71
+2% +$10K 0.02% 253
2021
Q3 		$533K Buy
4,045
+94
+2% +$12.9K 0.03% 237
2021
Q2 		$525K Buy
3,951
+820
+26% +$105K 0.03% 237
2021
Q1 		$381K Buy
3,131
+1,278
+69% +$151K 0.02% 236
2020
Q4 		$215K Buy
1,853
+1,613
+672% +$178K 0.01% 274
2020
Q3 		$25K Hold
240
– – ﹤0.01% 466
2020
Q2 		$23K Buy
+240
New +$22K ﹤0.01% 475

Other funds holding QUAL

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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Salem Investment Counselors's QUAL Position: Q2 2026 in Review

Salem Investment Counselors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,681 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #333.

Salem Investment Counselors first reported a position in QUAL in Q2 2020 and has held it in 25 quarters since. The position peaked at $599K in Q4 2021. 845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Salem Investment Counselors held 1,681 shares of iShares MSCI USA Quality Factor ETF worth $369K as of Q2 2026.
  • Salem Investment Counselors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #333 holding.
  • Salem Investment Counselors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • Salem Investment Counselors's iShares MSCI USA Quality Factor ETF position peaked at $599K in Q4 2021.
  • 845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.