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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
Q3 		$5.83M Sell
26,209
-75
-0.3% -$16.6K 2.81% 8
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stanich Group's QUAL Position: Q3 2026 in Review

Stanich Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.29% in Q3 2026, selling an estimated $16.6K and leaving 26,209 shares worth $5.83M. The position accounts for 2.81% of the portfolio, ranked #8.

Stanich Group first reported a position in QUAL in Q4 2024 and has held it in 8 quarters since. 346 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Stanich Group held 26,209 shares of iShares MSCI USA Quality Factor ETF worth $5.83M as of Q3 2026.
  • Stanich Group sold 75 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $16.6K.
  • iShares MSCI USA Quality Factor ETF made up 2.81% of Stanich Group's portfolio in Q3 2026, its #8 holding.
  • Stanich Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 8 quarters since.
  • 346 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.