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

Violich 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 Q3	–	Sell	-5,500	Closed	-$1.21M	–	123
2026 Q2	$1.21M	Hold	5,500	–	–	0.13%	61
2026 Q1	$1.05M	Sell	5,500 -40	-0.7%	-$8.02K	0.12%	65
2025 Q4	$1.1M	Hold	5,540	–	–	0.12%	63
2025 Q3	$1.08M	Buy	5,540 +40	+0.7%	+$7.5K	0.13%	64
2025 Q2	$1.01M	Sell	5,500 -40	-0.7%	-$6.9K	0.14%	59
2025 Q1	$947K	Hold	5,540	–	–	0.13%	64
2024 Q4	$987K	Sell	5,540 -6,850	-55%	-$1.24M	0.13%	63
2024 Q3	$2.22M	Buy	12,390 +40	+0.3%	+$6.94K	0.29%	49
2024 Q2	$2.11M	Buy	12,350 +9,350	+312%	+$1.54M	0.29%	46
2024 Q1	$493K	Buy	+3,000	New	+$469K	0.07%	84

Other funds holding QUAL

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Violich Capital Management's QUAL Position: Q3 2026 in Review

Violich Capital Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2026, closing a stake of 5,500 shares — an estimated $1.21M sold.

Violich Capital Management first reported a position in QUAL in Q1 2024 and held it in 10 quarters. The position peaked at $2.22M in Q3 2024. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Violich Capital Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2026 after selling out during the quarter.
Violich Capital Management sold 5,500 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $1.21M.
Violich Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and held it in 10 quarters.
Violich Capital Management's iShares MSCI USA Quality Factor ETF position peaked at $2.22M in Q3 2024.
87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Violich Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.