TD Capital Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$42.2M Sell
192,166
-4,209
-2% -$883K 3.45% 6
2026
Q1
$37.7M Sell
196,375
-2,381
-1% -$477K 3.39% 8
2025
Q4
$39.5M Sell
198,756
-2,040
-1% -$401K 3.5% 7
2025
Q3
$39.1M Sell
200,796
-3,616
-2% -$678K 3.52% 7
2025
Q2
$37.4M Sell
204,412
-286
-0.1% -$49.4K 3.53% 7
2025
Q1
$35M Sell
204,698
-2,999
-1% -$537K 3.54% 8
2024
Q4
$37M Sell
207,697
-5,504
-3% -$1,000K 3.76% 7
2024
Q3
$38.2M Sell
213,201
-3,836
-2% -$665K 3.83% 7
2024
Q2
$37.1M Sell
217,037
-276
-0.1% -$45.3K 3.88% 6
2024
Q1
$35.7M Sell
217,313
-3,564
-2% -$557K 3.81% 8
2023
Q4
$32.5M Sell
220,877
-276
-0.1% -$38.2K 3.71% 9
2023
Q3
$29.1M Sell
221,153
-10,345
-4% -$1.41M 3.57% 9
2023
Q2
$31.2M Sell
231,498
-9,855
-4% -$1.25M 3.73% 9
2023
Q1
$29.9M Sell
241,353
-10,858
-4% -$1.3M 3.71% 9
2022
Q4
$28.7M Sell
252,211
-6,564
-3% -$745K 3.76% 9
2022
Q3
$26.9M Sell
258,775
-1,091
-0.4% -$128K 3.73% 8
2022
Q2
$29M Sell
259,866
-2,784
-1% -$340K 3.93% 8
2022
Q1
$35.4M Buy
262,650
+4,344
+2% +$577K 4.22% 7
2021
Q4
$37.6M Buy
258,306
+4,282
+2% +$605K 4.24% 7
2021
Q3
$33.5M Buy
254,024
+5,473
+2% +$753K 4.09% 7
2021
Q2
$33M Buy
248,551
+2,460
+1% +$315K 4.12% 7
2021
Q1
$30M Buy
246,091
+7,140
+3% +$843K 3.97% 8
2020
Q4
$27.8M Buy
238,951
+8,315
+4% +$916K 3.83% 7
2020
Q3
$23.9M Buy
230,636
+7,337
+3% +$751K 3.6% 8
2020
Q2
$21.4M Buy
223,299
+1,392
+0.6% +$128K 3.51% 8
2020
Q1
$18M Buy
221,907
+40,296
+22% +$3.85M 3.3% 9
2019
Q4
$18.3M Buy
181,611
+34,029
+23% +$3.28M 2.99% 9
2019
Q3
$13.6M Buy
147,582
+600
+0.4% +$55.2K 2.44% 12
2019
Q2
$13.4M Buy
146,982
+4,487
+3% +$404K 2.73% 12
2019
Q1
$12.6M Buy
142,495
+1,031
+0.7% +$86.7K 2.66% 13
2018
Q4
$10.9M Sell
141,464
-6,243
-4% -$518K 2.68% 13
2018
Q3
$13.3M Sell
147,707
-935
-0.6% -$82.1K 3.44% 12
2018
Q2
$12.4M Sell
148,642
-37,196
-20% -$3.11M 3.4% 12
2018
Q1
$15.4M Sell
185,838
-10,967
-6% -$929K 4.42% 9
2017
Q4
$16.3M Sell
196,805
-12,306
-6% -$992K 4.47% 8
2017
Q3
$16.1M Sell
209,111
-6,280
-3% -$474K 4.65% 7
2017
Q2
$16M Sell
215,391
-19,829
-8% -$1.46M 4.78% 7
2017
Q1
$17.1M Sell
235,220
-41,648
-15% -$2.99M 5.04% 8
2016
Q4
$19.1M Sell
276,868
-8,737
-3% -$592K 5.87% 7
2016
Q3
$19.3M Sell
285,605
-7,651
-3% -$518K 5.8% 7
2016
Q2
$19.4M Buy
293,256
+9,839
+3% +$647K 6.06% 5
2016
Q1
$18.6M Buy
283,417
+62,845
+28% +$3.91M 6.03% 5
2015
Q4
$14.2M Buy
220,572
+58,469
+36% +$3.79M 4.41% 7
2015
Q3
$9.8M Buy
162,103
+158,211
+4,065% +$9.96M 3% 11
2015
Q2
$246K Buy
+3,892
New +$251K 0.06% 50

Other funds holding QUAL

TD Capital Management's QUAL Position: Q2 2026 in Review

TD Capital Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.1% in Q2 2026, selling an estimated $883K and leaving 192,166 shares worth $42.2M. The position accounts for 3.45% of the portfolio, ranked #6.

TD Capital Management first reported a position in QUAL in Q2 2015 and has held it in 45 quarters since. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • TD Capital Management held 192,166 shares of iShares MSCI USA Quality Factor ETF worth $42.2M as of Q2 2026.
  • TD Capital Management sold 4,209 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $883K.
  • iShares MSCI USA Quality Factor ETF made up 3.45% of TD Capital Management's portfolio in Q2 2026, its #6 holding.
  • TD Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2015 and has held it in 45 quarters since.
  • 1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.