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

Stanich Group’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 		$5.77M Buy
26,284
+2,893
+12% +$607K 3.63% 6
2026
Q1 		$4.49M Sell
23,391
-585
-2% -$117K 3.42% 6
2025
Q4 		$4.76M Sell
23,976
-417
-2% -$81.9K 3.59% 5
2025
Q3 		$4.75M Buy
24,393
+693
+3% +$130K 2.91% 8
2025
Q2 		$4.36M Sell
23,700
-4,448
-16% -$768K 3.9% 5
2025
Q1 		$4.81M Buy
28,148
+751
+3% +$134K 3.56% 5
2024
Q4 		$4.88M Buy
+27,397
New +$4.98M 3.65% 5

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
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
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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stanich Group's QUAL Position: Q2 2026 in Review

Stanich Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 12% in Q2 2026, buying an estimated $607K and bringing the position to 26,284 shares worth $5.77M. The position accounts for 3.63% of the portfolio, ranked #6.

Stanich Group first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Stanich Group held 26,284 shares of iShares MSCI USA Quality Factor ETF worth $5.77M as of Q2 2026.
  • Stanich Group bought 2,893 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $607K.
  • iShares MSCI USA Quality Factor ETF made up 3.63% of Stanich Group's portfolio in Q2 2026, its #6 holding.
  • Stanich Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.