Two West Capital Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Two West Capital Advisors’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	$288K	Sell	1,328 -4,913	-79%	-$1.03M	0.14%	86
2026 Q1	$1.28M	Buy	6,241 +222	+4%	+$44.5K	0.68%	30
2025 Q4	$1.2M	Sell	6,019 -5,000	-45%	-$982K	0.69%	26
2025 Q3	$2.17M	Sell	11,019 -2,547	-19%	-$478K	1.31%	12
2025 Q2	$2.54M	Buy	13,566 +2,128	+19%	+$367K	1.66%	12
2025 Q1	$1.87M	Buy	11,438 +3,089	+37%	+$553K	1.56%	13
2024 Q4	$1.49M	Buy	8,349 +1,999	+31%	+$363K	1.27%	14
2024 Q3	$1.14M	Buy	6,350 +856	+16%	+$148K	0.92%	15
2024 Q2	$938K	Buy	+5,494	New	+$902K	0.9%	18

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

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

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

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

Two West Capital Advisors's QUAL Position: Q2 2026 in Review

Two West Capital Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 79% in Q2 2026, selling an estimated $1.03M and leaving 1,328 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #86.

Two West Capital Advisors first reported a position in QUAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.54M in Q2 2025. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Two West Capital Advisors held 1,328 shares of iShares MSCI USA Quality Factor ETF worth $288K as of Q2 2026.
Two West Capital Advisors sold 4,913 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.03M.
iShares MSCI USA Quality Factor ETF made up 0.14% of Two West Capital Advisors's portfolio in Q2 2026, its #86 holding.
Two West Capital Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2.54M in Q2 2025.
573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.