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

Scarborough 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 		$5.96M Sell
27,460
-102,279
-79% -$21.4M 0.68% 34
2026
Q1 		$24.9M Sell
129,739
-35,943
-22% -$7.2M 2.72% 9
2025
Q4 		$32.9M Sell
165,682
-58,113
-26% -$11.4M 5.56% 5
2025
Q3 		$43.5M Sell
223,795
-27,915
-11% -$5.24M 7.68% 2
2025
Q2 		$46M Sell
251,710
-13,265
-5% -$2.29M 9.13% 3
2025
Q1 		$45.3M Buy
264,975
+34,888
+15% +$6.25M 6.45% 2
2024
Q4 		$41M Sell
230,087
-34,840
-13% -$6.33M 5.79% 2
2024
Q3 		$47.5M Buy
264,927
+25,481
+11% +$4.42M 7.68% 2
2024
Q2 		$40.9M Buy
239,446
+136,615
+133% +$22.4M 16.81% 1
2024
Q1 		$16.9M Buy
102,831
+39,031
+61% +$6.1M 7.82% 3
2023
Q4 		$9.39M Buy
63,800
+1,394
+2% +$193K 1.93% 13
2023
Q3 		$8.22M Sell
62,406
-19,541
-24% -$2.67M 2% 14
2023
Q2 		$11.1M Buy
81,947
+36,445
+80% +$4.64M 2.64% 8
2023
Q1 		$5.65M Buy
+45,502
New +$5.46M 1.42% 23

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
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
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Scarborough Advisors's QUAL Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 79% in Q2 2026, selling an estimated $21.4M and leaving 27,460 shares worth $5.96M. The position accounts for 0.68% of the portfolio, ranked #34.

Scarborough Advisors first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $47.5M in Q3 2024. 415 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Scarborough Advisors held 27,460 shares of iShares MSCI USA Quality Factor ETF worth $5.96M as of Q2 2026.
  • Scarborough Advisors sold 102,279 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $21.4M.
  • iShares MSCI USA Quality Factor ETF made up 0.68% of Scarborough Advisors's portfolio in Q2 2026, its #34 holding.
  • Scarborough Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • Scarborough Advisors's iShares MSCI USA Quality Factor ETF position peaked at $47.5M in Q3 2024.
  • 415 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.