SJS Investment Consulting’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

SJS Investment Consulting’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	$125K	Hold	571	–	–	0.01%	208
2026 Q1	$110K	Hold	571	–	–	0.01%	206
2025 Q4	$113K	Sell	571 -112	-16%	-$22K	0.01%	191
2025 Q3	$133K	Buy	683 +562	+464%	+$105K	0.02%	163
2025 Q2	$22.1K	Hold	121	–	–	﹤0.01%	268
2025 Q1	$20.7K	Sell	121 -138	-53%	-$24.7K	﹤0.01%	285
2024 Q4	$46.1K	Buy	259 +138	+114%	+$25.1K	0.01%	200
2024 Q3	$21.7K	Buy	121 +59	+95%	+$10.2K	﹤0.01%	274
2024 Q2	$10.6K	Hold	62	–	–	﹤0.01%	333
2024 Q1	$10.2K	Buy	+62	New	+$9.69K	﹤0.01%	348

Other funds holding QUAL

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

SJS Investment Consulting's QUAL Position: Q2 2026 in Review

SJS Investment Consulting held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 571 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #208.

SJS Investment Consulting first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. The position peaked at $133K in Q3 2025. 697 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

SJS Investment Consulting held 571 shares of iShares MSCI USA Quality Factor ETF worth $125K as of Q2 2026.
SJS Investment Consulting left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #208 holding.
SJS Investment Consulting first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
SJS Investment Consulting's iShares MSCI USA Quality Factor ETF position peaked at $133K in Q3 2025.
697 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.