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Strategic Point Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Strategic Point Investment Advisors’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 		$23.2M Buy
105,850
+1,460
+1% +$306K 3.03% 12
2026
Q1 		$20M Sell
104,390
-2,787
-3% -$559K 2.91% 13
2025
Q4 		$21.3M Buy
107,177
+2,738
+3% +$538K 2.94% 13
2025
Q3 		$20.3M Buy
104,439
+1,588
+2% +$298K 2.92% 13
2025
Q2 		$18.8M Buy
102,851
+684
+0.7% +$118K 2.9% 13
2025
Q1 		$17.5M Sell
102,167
-864
-0.8% -$155K 2.91% 13
2024
Q4 		$18.3M Sell
103,031
-1,033
-1% -$188K 2.99% 12
2024
Q3 		$18.7M Buy
104,064
+443
+0.4% +$76.8K 3.08% 14
2024
Q2 		$17.7M Buy
103,621
+182
+0.2% +$29.9K 3.17% 13
2024
Q1 		$17M Buy
103,439
+39,227
+61% +$6.13M 3.09% 13
2023
Q4 		$9.45M Sell
64,212
-742
-1% -$103K 1.83% 17
2023
Q3 		$8.56M Buy
64,954
+882
+1% +$120K 1.83% 18
2023
Q2 		$8.64M Sell
64,072
-440
-0.7% -$56K 1.77% 18
2023
Q1 		$8M Sell
64,512
-116,093
-64% -$13.9M 1.78% 18
2022
Q4 		$20.6M Sell
180,605
-812
-0.4% -$92.1K 4.95% 7
2022
Q3 		$18.9M Sell
181,417
-912
-0.5% -$107K 5.28% 6
2022
Q2 		$20.4M Sell
182,329
-10,631
-6% -$1.3M 5.66% 6
2022
Q1 		$26M Sell
192,960
-16,271
-8% -$2.16M 5.93% 5
2021
Q4 		$30.5M Sell
209,231
-2,793
-1% -$395K 6.87% 5
2021
Q3 		$27.9M Sell
212,024
-1,493
-0.7% -$205K 6.84% 5
2021
Q2 		$28.4M Sell
213,517
-1,131
-0.5% -$145K 6.9% 5
2021
Q1 		$26.1M Sell
214,648
-1,066
-0.5% -$126K 6.92% 5
2020
Q4 		$24.7M Sell
215,714
-1,004
-0.5% -$111K 6.84% 6
2020
Q3 		$22.5M Buy
216,718
+912
+0.4% +$93.4K 7.15% 6
2020
Q2 		$21.7M Buy
+215,806
New +$19.8M 7.08% 6

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FG
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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Strategic Point Investment Advisors's QUAL Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.4% in Q2 2026, buying an estimated $306K and bringing the position to 105,850 shares worth $23.2M. The position accounts for 3.03% of the portfolio, ranked #12.

Strategic Point Investment Advisors first reported a position in QUAL in Q2 2020 and has held it in 25 quarters since. The position peaked at $30.5M in Q4 2021. 845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Strategic Point Investment Advisors held 105,850 shares of iShares MSCI USA Quality Factor ETF worth $23.2M as of Q2 2026.
  • Strategic Point Investment Advisors bought 1,460 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $306K.
  • iShares MSCI USA Quality Factor ETF made up 3.03% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Strategic Point Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • Strategic Point Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $30.5M in Q4 2021.
  • 845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.