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

Triumph Capital Management’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 		$4.23M Sell
19,290
-2,005
-9% -$420K 0.77% 29
2026
Q1 		$4.08M Sell
21,295
-1,341
-6% -$269K 0.83% 30
2025
Q4 		$4.5M Buy
22,636
+102
+0.5% +$20K 0.97% 26
2025
Q3 		$4.38M Buy
22,534
+356
+2% +$66.8K 1.18% 22
2025
Q2 		$4.05M Buy
22,178
+11,964
+117% +$2.06M 1.22% 19
2025
Q1 		$1.75M Sell
10,214
-5,093
-33% -$912K 0.58% 36
2024
Q4 		$2.73M Buy
15,307
+311
+2% +$56.5K 0.93% 24
2024
Q3 		$2.69M Sell
14,996
-4,736
-24% -$821K 0.96% 22
2024
Q2 		$3.37M Sell
19,732
-1,651
-8% -$271K 1.32% 17
2024
Q1 		$3.5M Buy
21,383
+2,432
+13% +$380K 1.43% 13
2023
Q4 		$2.79M Buy
18,951
+8,299
+78% +$1.15M 1.18% 17
2023
Q3 		$1.41M Sell
10,652
-163
-2% -$22.3K 0.64% 34
2023
Q2 		$1.46M Sell
10,815
-660
-6% -$84K 0.66% 33
2023
Q1 		$1.42M Sell
11,475
-646
-5% -$77.6K 0.73% 27
2022
Q4 		$1.38M Buy
12,121
+359
+3% +$40.7K 0.74% 27
2022
Q3 		$1.22M Sell
11,762
-1,353
-10% -$158K 0.67% 36
2022
Q2 		$1.47M Buy
13,115
+1,035
+9% +$126K 0.77% 30
2022
Q1 		$1.63M Buy
12,080
+2,428
+25% +$322K 0.7% 30
2021
Q4 		$1.41M Buy
9,652
+506
+6% +$71.5K 0.61% 37
2021
Q3 		$1.21M Buy
9,146
+627
+7% +$86.2K 0.56% 39
2021
Q2 		$1.16M Buy
+8,519
New +$1.09M 0.67% 32

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
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

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

Triumph Capital Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.4% in Q2 2026, selling an estimated $420K and leaving 19,290 shares worth $4.23M. The position accounts for 0.77% of the portfolio, ranked #29.

Triumph Capital Management first reported a position in QUAL in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.5M in Q4 2025. 690 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Triumph Capital Management held 19,290 shares of iShares MSCI USA Quality Factor ETF worth $4.23M as of Q2 2026.
  • Triumph Capital Management sold 2,005 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $420K.
  • iShares MSCI USA Quality Factor ETF made up 0.77% of Triumph Capital Management's portfolio in Q2 2026, its #29 holding.
  • Triumph Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and has held it in 21 quarters since.
  • Triumph Capital Management's iShares MSCI USA Quality Factor ETF position peaked at $4.5M in Q4 2025.
  • 690 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.