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 Q3	$327K	Sell	1,473 -13	-0.9%	-$2.88K	0.01%	132
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 $5.3B AUM 8.93% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

SigFig Wealth Management's QUAL Position: Q3 2026 in Review

SigFig Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.87% in Q3 2026, selling an estimated $2.88K and leaving 1,473 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #132.

SigFig Wealth Management first reported a position in QUAL in Q1 2020 and has held it in 16 quarters since. The position peaked at $10.2M in Q2 2025. 188 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

SigFig Wealth Management held 1,473 shares of iShares MSCI USA Quality Factor ETF worth $327K as of Q3 2026.
SigFig Wealth Management sold 13 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $2.88K.
iShares MSCI USA Quality Factor ETF made up 0.01% of SigFig Wealth Management's portfolio in Q3 2026, its #132 holding.
SigFig Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 16 quarters since.
SigFig Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $10.2M in Q2 2025.
188 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.