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Stableford Capital II’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Stableford Capital II’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 		$715K Sell
3,216
-1,214
-27% -$269K 0.25% 113
2026
Q2 		$972K Buy
4,430
+26
+0.6% +$5.45K 0.34% 87
2026
Q1 		$845K Buy
+4,404
New +$883K 0.31% 102

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Stableford Capital II's QUAL Position: Q3 2026 in Review

Stableford Capital II reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 27% in Q3 2026, selling an estimated $269K and leaving 3,216 shares worth $715K. The position accounts for 0.25% of the portfolio, ranked #113.

Stableford Capital II first reported a position in QUAL in Q1 2026 and has held it in 3 quarters since. The position peaked at $972K in Q2 2026. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Stableford Capital II held 3,216 shares of iShares MSCI USA Quality Factor ETF worth $715K as of Q3 2026.
  • Stableford Capital II sold 1,214 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $269K.
  • iShares MSCI USA Quality Factor ETF made up 0.25% of Stableford Capital II's portfolio in Q3 2026, its #113 holding.
  • Stableford Capital II first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • Stableford Capital II's iShares MSCI USA Quality Factor ETF position peaked at $972K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Stableford Capital II's 13F filing for Q3 2026, filed 9 Oct 2026.