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Sawyer & Company’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sawyer & Company’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 		$28.1K Hold
128
– – 0.01% 135
2026
Q1 		$24.6K Hold
128
– – 0.01% 135
2025
Q4 		$25.4K Hold
128
– – 0.01% 138
2025
Q3 		$23K Hold
128
– – 0.01% 136
2025
Q2 		$28.1K Hold
128
– – 0.01% 136
2025
Q1 		$22K Buy
+128
New +$22.9K 0.01% 137

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

Sawyer & Company's QUAL Position: Q2 2026 in Review

Sawyer & Company held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 128 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #135.

Sawyer & Company first reported a position in QUAL in Q1 2025 and has held it in 6 quarters since. 845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Sawyer & Company held 128 shares of iShares MSCI USA Quality Factor ETF worth $28.1K as of Q2 2026.
  • Sawyer & Company 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 Sawyer & Company's portfolio in Q2 2026, its #135 holding.
  • Sawyer & Company first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.