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

Tempus Wealth Planning’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 		$957K Sell
4,360
-5,612
-56% -$1.18M 0.19% 133
2026
Q1 		$1.91M Buy
9,972
+1,011
+11% +$203K 0.44% 64
2025
Q4 		$1.78M Sell
8,961
-3,341
-27% -$656K 0.41% 62
2025
Q3 		$2.39M Buy
12,302
+183
+2% +$34.3K 0.55% 42
2025
Q2 		$2.22M Buy
12,119
+1,971
+19% +$340K 0.55% 47
2025
Q1 		$1.73M Buy
10,148
+2,514
+33% +$450K 0.52% 53
2024
Q4 		$1.36M Buy
7,634
+1,164
+18% +$211K 0.42% 68
2024
Q3 		$1.16M Buy
6,470
+1,516
+31% +$263K 0.42% 67
2024
Q2 		$846K Buy
4,954
+1,530
+45% +$251K 0.35% 79
2024
Q1 		$563K Buy
3,424
+904
+36% +$141K 0.25% 104
2023
Q4 		$371K Sell
2,520
-20
-0.8% -$2.77K 0.16% 131
2023
Q3 		$335K Buy
2,540
+892
+54% +$122K 0.17% 116
2023
Q2 		$222K Buy
+1,648
New +$210K 0.1% 171

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tempus Wealth Planning's QUAL Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 56% in Q2 2026, selling an estimated $1.18M and leaving 4,360 shares worth $957K. The position accounts for 0.19% of the portfolio, ranked #133.

Tempus Wealth Planning first reported a position in QUAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.39M in Q3 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Tempus Wealth Planning held 4,360 shares of iShares MSCI USA Quality Factor ETF worth $957K as of Q2 2026.
  • Tempus Wealth Planning sold 5,612 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.18M.
  • iShares MSCI USA Quality Factor ETF made up 0.19% of Tempus Wealth Planning's portfolio in Q2 2026, its #133 holding.
  • Tempus Wealth Planning first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • Tempus Wealth Planning's iShares MSCI USA Quality Factor ETF position peaked at $2.39M in Q3 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.