Wealth Quarterback
QUAL icon

Wealth Quarterback’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Wealth Quarterback’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 		$10.9M Sell
48,871
-26,935
-36% -$5.96M 3.31% 6
2026
Q2 		$16.6M Buy
75,806
+4,979
+7% +$1.04M 5.14% 5
2026
Q1 		$13.6M Buy
70,827
+437
+0.6% +$87.6K 5.35% 3
2025
Q4 		$14M Buy
70,390
+1,718
+3% +$338K 5.03% 4
2025
Q3 		$13.4M Buy
68,672
+2,136
+3% +$401K 5.17% 4
2025
Q2 		$12.2M Sell
66,536
-15,814
-19% -$2.73M 5.77% 3
2025
Q1 		$14.1M Buy
82,350
+3,651
+5% +$654K 7.92% 2
2024
Q4 		$14M Buy
78,699
+15,136
+24% +$2.75M 6.58% 3
2024
Q3 		$11.4M Sell
63,563
-11,084
-15% -$1.92M 5.93% 2
2024
Q2 		$12.7M Buy
74,647
+10,670
+17% +$1.75M 7.23% 2
2024
Q1 		$10.5M Buy
63,977
+19,217
+43% +$3M 5.87% 2
2023
Q4 		$6.59M Buy
44,760
+4,064
+10% +$563K 4.02% 6
2023
Q3 		$5.36M Buy
40,696
+34,634
+571% +$4.73M 4.64% 6
2023
Q2 		$818K Sell
6,062
-1,026
-14% -$131K 0.57% 35
2023
Q1 		$879K Sell
7,088
-2,959
-29% -$355K 0.75% 29
2022
Q4 		$1.15M Sell
10,047
-1,296
-11% -$147K 0.95% 22
2022
Q3 		$1.18M Sell
11,343
-928
-8% -$109K 1.25% 17
2022
Q2 		$1.37M Buy
+12,271
New +$1.5M 1.07% 19
2021
Q3 		$3.18M Sell
24,119
-1,533
-6% -$211K 2.11% 10
2021
Q2 		$3.41M Buy
+25,652
New +$3.29M 2.07% 10
2020
Q4 		$8.4M Buy
72,302
+30,710
+74% +$3.38M 6.99% 2
2020
Q3 		$3.99M Hold
41,592
– – 3.66% 5
2020
Q2 		$3.99M Buy
41,592
+41,559
+125,936% +$3.81M 3.66% 5
2020
Q1 		$225K Hold
33
– – 0.21% 94
2019
Q4 		$3.33K Buy
+33
New +$3.18K ﹤0.01% 693

Other funds holding QUAL

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Wealth Quarterback's QUAL Position: Q3 2026 in Review

Wealth Quarterback reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 36% in Q3 2026, selling an estimated $5.96M and leaving 48,871 shares worth $10.9M. The position accounts for 3.31% of the portfolio, ranked #6.

Wealth Quarterback first reported a position in QUAL in Q4 2019 and has held it in 25 quarters since. The position peaked at $16.6M in Q2 2026. 524 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Wealth Quarterback held 48,871 shares of iShares MSCI USA Quality Factor ETF worth $10.9M as of Q3 2026.
  • Wealth Quarterback sold 26,935 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $5.96M.
  • iShares MSCI USA Quality Factor ETF made up 3.31% of Wealth Quarterback's portfolio in Q3 2026, its #6 holding.
  • Wealth Quarterback first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's iShares MSCI USA Quality Factor ETF position peaked at $16.6M in Q2 2026.
  • 524 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.