J. M. Brown & Associates Inc.’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

J. M. Brown & Associates Inc.’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	$419K	Buy	+1,910	New	+$401K	0.24%	116

Other funds holding QUAL

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

J. M. Brown & Associates Inc.'s QUAL Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 1,910 shares worth $419K. The stake represents 0.24% of the portfolio and ranks #116 among its holdings.

556 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

J. M. Brown & Associates Inc. held 1,910 shares of iShares MSCI USA Quality Factor ETF worth $419K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.24% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #116 holding.
556 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.