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

Sapient Capital’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 		$217K Sell
977
-1,485
-60% -$328K ﹤0.01% 369
2026
Q2 		$540K Buy
+2,462
New +$516K 0.01% 258

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Sapient Capital's QUAL Position: Q3 2026 in Review

Sapient Capital reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 60% in Q3 2026, selling an estimated $328K and leaving 977 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Sapient Capital first reported a position in QUAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $540K in Q2 2026. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Sapient Capital held 977 shares of iShares MSCI USA Quality Factor ETF worth $217K as of Q3 2026.
  • Sapient Capital sold 1,485 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $328K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #369 holding.
  • Sapient Capital first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • Sapient Capital's iShares MSCI USA Quality Factor ETF position peaked at $540K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.