VAG
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VisionPoint Advisory Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

VisionPoint Advisory Group’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 		$638K Buy
2,869
+549
+24% +$121K 0.1% 202
2026
Q2 		$509K Buy
2,320
+483
+26% +$101K 0.08% 256
2026
Q1 		$352K Buy
+1,837
New +$368K 0.07% 286
2024
Q3 		– Sell
-74
Closed -$12.6K – 650
2024
Q2 		$12.6K Buy
+74
New +$12.2K ﹤0.01% 472
2023
Q4 		– Sell
-192
Closed -$25.3K – 856
2023
Q3 		$25.3K Buy
+192
New +$26.2K 0.01% 337

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
RW
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
AC
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

VisionPoint Advisory Group's QUAL Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 24% in Q3 2026, buying an estimated $121K and bringing the position to 2,869 shares worth $638K. The position accounts for 0.1% of the portfolio, ranked #202.

VisionPoint Advisory Group first reported a position in QUAL in Q3 2023 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • VisionPoint Advisory Group held 2,869 shares of iShares MSCI USA Quality Factor ETF worth $638K as of Q3 2026.
  • VisionPoint Advisory Group bought 549 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $121K.
  • iShares MSCI USA Quality Factor ETF made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #202 holding.
  • VisionPoint Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 5 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.