SWM
QUAL icon

SigFig Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

SigFig Wealth Management’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 		$323K Sell
1,486
-23,348
-94% -$4.9M 0.01% 128
2026
Q1 		$4.76M Sell
24,834
-4,401
-15% -$882K 0.14% 50
2025
Q4 		$5.81M Sell
29,235
-17,238
-37% -$3.39M 0.17% 54
2025
Q3 		$8.99M Sell
46,473
-9,898
-18% -$1.86M 0.28% 41
2025
Q2 		$10.2M Buy
56,371
+1,271
+2% +$219K 0.34% 39
2025
Q1 		$9.35M Buy
55,100
+7,823
+17% +$1.4M 0.34% 34
2024
Q4 		$8.44M Buy
47,277
+1,437
+3% +$261K 0.31% 40
2024
Q3 		$8.19M Buy
45,840
+1,025
+2% +$178K 0.3% 40
2024
Q2 		$7.65M Buy
44,815
+790
+2% +$130K 0.29% 41
2024
Q1 		$7.24M Sell
44,025
-2
-0% -$312 0.27% 39
2023
Q4 		$6.48M Buy
44,027
+1,707
+4% +$236K 0.25% 41
2023
Q3 		$5.58M Sell
42,320
-15,881
-27% -$2.17M 0.22% 45
2023
Q2 		$7.76M Buy
58,201
+3,003
+5% +$382K 0.3% 38
2023
Q1 		$6.85M Buy
+55,198
New +$6.63M 0.38% 34
2020
Q2 		– Sell
-2,513
Closed -$204K – 66
2020
Q1 		$204K Buy
+2,513
New +$240K 0.03% 54

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return