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QUAL icon

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

SignatureFD’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 		$782K Sell
3,562
-8
-0.2% -$1.68K 0.01% 518
2026
Q1 		$685K Buy
3,570
+91
+3% +$18.2K 0.01% 496
2025
Q4 		$691K Buy
3,479
+2,849
+452% +$560K 0.01% 484
2025
Q3 		$123K Buy
630
+12
+2% +$2.25K ﹤0.01% 1197
2025
Q2 		$113K Sell
618
-77
-11% -$13.3K ﹤0.01% 1188
2025
Q1 		$119K Buy
695
+89
+15% +$15.9K ﹤0.01% 1120
2024
Q4 		$108K Sell
606
-111
-15% -$20.2K ﹤0.01% 1199
2024
Q3 		$129K Buy
717
+227
+46% +$39.4K ﹤0.01% 1091
2024
Q2 		$83.7K Buy
490
+199
+68% +$32.7K ﹤0.01% 1262
2024
Q1 		$47.8K Buy
291
+123
+73% +$19.2K ﹤0.01% 1582
2023
Q4 		$24.7K Sell
168
-44
-21% -$6.09K ﹤0.01% 1817
2023
Q3 		$27.9K Buy
212
+198
+1,414% +$27K ﹤0.01% 1683
2023
Q2 		$1.89K Hold
14
– – ﹤0.01% 2822
2023
Q1 		$1.74K Hold
14
– – ﹤0.01% 2847
2022
Q4 		$1.59K Sell
14
-97
-87% -$11K ﹤0.01% 2870
2022
Q3 		$12K Sell
111
-288
-72% -$33.7K ﹤0.01% 1994
2022
Q2 		$45K Buy
399
+78
+24% +$9.52K ﹤0.01% 1351
2022
Q1 		$43K Sell
321
-84
-21% -$11.2K ﹤0.01% 1454
2021
Q4 		$59K Hold
405
– – ﹤0.01% 1261
2021
Q3 		$53K Sell
405
-184
-31% -$25.3K ﹤0.01% 1272
2021
Q2 		$78K Sell
589
-875
-60% -$112K ﹤0.01% 1065
2021
Q1 		$178K Sell
1,464
-780
-35% -$92.1K 0.01% 642
2020
Q4 		$261K Buy
2,244
+1,560
+228% +$172K 0.01% 451
2020
Q3 		$71K Buy
684
+6
+0.9% +$614 ﹤0.01% 833
2020
Q2 		$65K Sell
678
-54
-7% -$4.96K ﹤0.01% 852
2020
Q1 		$59K Sell
732
-122
-14% -$11.6K 0.01% 836
2019
Q4 		$86K Buy
854
+5
+0.6% +$482 0.01% 761
2019
Q3 		$78K Buy
849
+164
+24% +$15.1K 0.01% 754
2019
Q2 		$63K Buy
685
+99
+17% +$8.91K 0.01% 816
2019
Q1 		$52K Buy
586
+533
+1,006% +$44.8K ﹤0.01% 865
2018
Q4 		$4K Buy
+53
New +$4.4K ﹤0.01% 1590

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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SignatureFD's QUAL Position: Q2 2026 in Review

SignatureFD reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.22% in Q2 2026, selling an estimated $1.68K and leaving 3,562 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #518.

SignatureFD first reported a position in QUAL in Q4 2018 and has held it in 31 quarters since. 516 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • SignatureFD held 3,562 shares of iShares MSCI USA Quality Factor ETF worth $782K as of Q2 2026.
  • SignatureFD sold 8 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.68K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of SignatureFD's portfolio in Q2 2026, its #518 holding.
  • SignatureFD first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.