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Shum Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Shum Financial Group’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 		$7.1M Buy
32,369
+1,760
+6% +$369K 4.28% 3
2026
Q1 		$5.87M Buy
30,609
+513
+2% +$103K 4.15% 3
2025
Q4 		$5.98M Buy
30,096
+619
+2% +$122K 4.31% 3
2025
Q3 		$5.73M Buy
+29,477
New +$5.53M 4.28% 3
2025
Q1 		$5M Buy
29,250
+47
+0.2% +$8.41K 4.33% 2
2024
Q4 		$5.2M Buy
29,203
+160
+0.6% +$29.1K 4.49% 2
2024
Q3 		$5.29M Buy
+29,043
New +$5.04M 4.41% 2

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Shum Financial Group's QUAL Position: Q2 2026 in Review

Shum Financial Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.7% in Q2 2026, buying an estimated $369K and bringing the position to 32,369 shares worth $7.1M. The position accounts for 4.28% of the portfolio, ranked #3.

Shum Financial Group first reported a position in QUAL in Q3 2024 and has held it in 7 quarters since. 1,055 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Shum Financial Group held 32,369 shares of iShares MSCI USA Quality Factor ETF worth $7.1M as of Q2 2026.
  • Shum Financial Group bought 1,760 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $369K.
  • iShares MSCI USA Quality Factor ETF made up 4.28% of Shum Financial Group's portfolio in Q2 2026, its #3 holding.
  • Shum Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,055 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.