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

Team Financial 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 		$208K Sell
947
-186
-16% -$39K 0.09% 55
2026
Q1 		$217K Buy
1,133
+98
+9% +$19.6K 0.1% 49
2025
Q4 		$206K Sell
1,035
-10
-1% -$1.97K 0.09% 46
2025
Q3 		$203K Buy
1,045
+100
+11% +$18.8K 0.09% 44
2025
Q2 		$173K Buy
+945
New +$163K 0.08% 42

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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Team Financial Group's QUAL Position: Q2 2026 in Review

Team Financial Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 16% in Q2 2026, selling an estimated $39K and leaving 947 shares worth $208K. The position accounts for 0.09% of the portfolio, ranked #55.

Team Financial Group first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $217K in Q1 2026. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Team Financial Group held 947 shares of iShares MSCI USA Quality Factor ETF worth $208K as of Q2 2026.
  • Team Financial Group sold 186 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $39K.
  • iShares MSCI USA Quality Factor ETF made up 0.09% of Team Financial Group's portfolio in Q2 2026, its #55 holding.
  • Team Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Team Financial Group's iShares MSCI USA Quality Factor ETF position peaked at $217K in Q1 2026.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.