Schoolcraft Capital
QUAL icon

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

Schoolcraft 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 		$75.1M Sell
1,352,448
-6,880
-0.5% -$380K 13.23% 1
2026
Q2 		$74.6M Sell
1,359,328
-24,684
-2% -$1.29M 13.26% 1
2026
Q1 		$66.4M Sell
1,384,012
-5,596
-0.4% -$280K 12.86% 1
2025
Q4 		$69M Buy
1,389,608
+15,244
+1% +$749K 13.41% 1
2025
Q3 		$66.8M Sell
1,374,364
-50,244
-4% -$2.36M 13.37% 1
2025
Q2 		$65.1M Sell
1,424,608
-111,804
-7% -$4.82M 13.28% 1
2025
Q1 		$65.6M Sell
1,536,412
-47,716
-3% -$2.14M 12.9% 1
2024
Q4 		$70.5M Sell
1,584,128
-19,952
-1% -$906K 14.72% 1
2024
Q3 		$71.9M Sell
1,604,080
-26,340
-2% -$1.14M 14.6% 1
2024
Q2 		$69.6M Buy
1,630,420
+118,380
+8% +$4.86M 14.94% 1
2024
Q1 		$62.1M Sell
1,512,040
-10,364
-0.7% -$405K 14.57% 1
2023
Q4 		$56M Buy
1,522,404
+3,664
+0.2% +$127K 14.14% 1
2023
Q3 		$50M Sell
1,518,740
-24,452
-2% -$835K 14.11% 1
2023
Q2 		$52M Sell
1,543,192
-49,616
-3% -$1.58M 14.27% 1
2023
Q1 		$49.4M Buy
1,592,808
+4,996
+0.3% +$150K 14.22% 1
2022
Q4 		$45.2M Buy
1,587,812
+22,568
+1% +$640K 13.92% 1
2022
Q3 		$40.7M Buy
1,565,244
+17,800
+1% +$521K 13.79% 1
2022
Q2 		$43.2M Buy
1,547,444
+24,984
+2% +$762K 13.84% 1
2022
Q1 		$51.2M Buy
1,522,460
+17,072
+1% +$567K 15.77% 1
2021
Q4 		$54.8M Buy
1,505,388
+85,576
+6% +$3.02M 16.58% 1
2021
Q3 		$46.8M Buy
1,419,812
+52,552
+4% +$1.81M 15.69% 1
2021
Q2 		$45.4M Buy
1,367,260
+61,644
+5% +$1.98M 16.42% 1
2021
Q1 		$39.7M Buy
1,305,616
+14,232
+1% +$420K 15.88% 1
2020
Q4 		$37.5M Buy
1,291,384
+1,628
+0.1% +$44.8K 15.74% 1
2020
Q3 		$33.4M Buy
1,289,756
+11,296
+0.9% +$289K 15.73% 1
2020
Q2 		$30.7M Buy
1,278,460
+32,260
+3% +$740K 15.17% 1
2020
Q1 		$25.2M Buy
1,246,200
+182,364
+17% +$4.35M 15.35% 1
2019
Q4 		$26.9M Buy
1,063,836
+17,096
+2% +$412K 13.68% 1
2019
Q3 		$24.2M Sell
1,046,740
-4,620
-0.4% -$106K 13.85% 1
2019
Q2 		$24M Buy
1,051,360
+41,920
+4% +$943K 14.32% 1
2019
Q1 		$22.3M Buy
+1,009,440
New +$21.2M 14.4% 1

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Schoolcraft Capital's QUAL Position: Q3 2026 in Review

Schoolcraft Capital reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.51% in Q3 2026, selling an estimated $380K and leaving 1,352,448 shares worth $75.1M. The position accounts for 13.23% of the portfolio, ranked #1.

Schoolcraft Capital first reported a position in QUAL in Q1 2019 and has held it in 31 quarters since. 1,479 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Schoolcraft Capital held 1,352,448 shares of iShares MSCI USA Quality Factor ETF worth $75.1M as of Q3 2026.
  • Schoolcraft Capital sold 6,880 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $380K.
  • iShares MSCI USA Quality Factor ETF made up 13.23% of Schoolcraft Capital's portfolio in Q3 2026, its #1 holding.
  • Schoolcraft Capital first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2019 and has held it in 31 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.