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Unify Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Unify Financial 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 		$507K Sell
2,310
-5,366
-70% -$1.13M 0.47% 55
2026
Q1 		$1.47M Sell
7,676
-5,029
-40% -$1.01M 1.53% 15
2025
Q4 		$2.52M Buy
+12,705
New +$2.5M 2.63% 7

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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Unify Financial Advisors's QUAL Position: Q2 2026 in Review

Unify Financial Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 70% in Q2 2026, selling an estimated $1.13M and leaving 2,310 shares worth $507K. The position accounts for 0.47% of the portfolio, ranked #55.

Unify Financial Advisors first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.52M in Q4 2025. 469 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Unify Financial Advisors held 2,310 shares of iShares MSCI USA Quality Factor ETF worth $507K as of Q2 2026.
  • Unify Financial Advisors sold 5,366 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.13M.
  • iShares MSCI USA Quality Factor ETF made up 0.47% of Unify Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • Unify Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2.52M in Q4 2025.
  • 469 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.