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

SteelPeak Wealth’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 		$8.98M Sell
40,941
-60,943
-60% -$12.8M 0.23% 89
2026
Q1 		$19.5M Sell
101,884
-2,918
-3% -$585K 0.6% 36
2025
Q4 		$20.8M Sell
104,802
-64,502
-38% -$12.7M 0.68% 33
2025
Q3 		$32.9M Sell
169,304
-27,855
-14% -$5.23M 1.1% 18
2025
Q2 		$36M Buy
197,159
+8,188
+4% +$1.41M 1.39% 14
2025
Q1 		$32.3M Buy
188,971
+33,416
+21% +$5.98M 1.34% 15
2024
Q4 		$27.7M Buy
155,555
+3,893
+3% +$707K 1.12% 19
2024
Q3 		$27.2M Buy
151,662
+8,879
+6% +$1.54M 1.18% 20
2024
Q2 		$24.4M Buy
142,783
+8,893
+7% +$1.46M 1.13% 20
2024
Q1 		$22M Sell
133,890
-1,452
-1% -$227K 1.11% 22
2023
Q4 		$19.9M Sell
135,342
-303
-0.2% -$41.9K 1.15% 18
2023
Q3 		$17.9M Sell
135,645
-41,857
-24% -$5.72M 1.13% 20
2023
Q2 		$23.9M Buy
177,502
+1,503
+0.9% +$191K 1.42% 15
2023
Q1 		$21.8M Buy
+175,999
New +$21.1M 1.48% 13
2021
Q2 		– Sell
-1,649
Closed -$201K – 462
2021
Q1 		$201K Sell
1,649
-1,393
-46% -$165K 0.02% 351
2020
Q4 		$354K Buy
+3,042
New +$335K 0.03% 245
2020
Q2 		– Sell
-101,413
Closed -$8.22M – 304
2020
Q1 		$8.22M Buy
101,413
+33,332
+49% +$3.18M 1.3% 16
2019
Q4 		$6.88M Buy
+68,081
New +$6.56M 0.95% 25

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

SteelPeak Wealth's QUAL Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 60% in Q2 2026, selling an estimated $12.8M and leaving 40,941 shares worth $8.98M. The position accounts for 0.23% of the portfolio, ranked #89.

SteelPeak Wealth first reported a position in QUAL in Q4 2019 and has held it in 18 quarters since. The position peaked at $36M in Q2 2025. 310 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • SteelPeak Wealth held 40,941 shares of iShares MSCI USA Quality Factor ETF worth $8.98M as of Q2 2026.
  • SteelPeak Wealth sold 60,943 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $12.8M.
  • iShares MSCI USA Quality Factor ETF made up 0.23% of SteelPeak Wealth's portfolio in Q2 2026, its #89 holding.
  • SteelPeak Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 18 quarters since.
  • SteelPeak Wealth's iShares MSCI USA Quality Factor ETF position peaked at $36M in Q2 2025.
  • 310 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.