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

WealthBridge 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 Q2	$296K	Sell	1,349 -47	-3%	-$9.86K	0.06%	197
2026 Q1	$268K	Buy	1,396 +1	+0.1%	+$200	0.06%	191
2025 Q4	$277K	Buy	1,395 +50	+4%	+$9.82K	0.06%	177
2025 Q3	$262K	Sell	1,345 -74	-5%	-$13.9K	0.06%	182
2025 Q2	$259K	Buy	+1,419	New	+$245K	0.07%	184
2019 Q2	–	Sell	-823	Closed	-$74K	–	684
2019 Q1	$74K	Hold	823	–	–	0.05%	225
2018 Q4	$63K	Buy	+823	New	+$68.3K	0.05%	216

Other funds holding QUAL

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

WealthBridge Capital Management's QUAL Position: Q2 2026 in Review

WealthBridge Capital Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.4% in Q2 2026, selling an estimated $9.86K and leaving 1,349 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #197.

WealthBridge Capital Management first reported a position in QUAL in Q4 2018 and has held it in 7 quarters since. 658 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

WealthBridge Capital Management held 1,349 shares of iShares MSCI USA Quality Factor ETF worth $296K as of Q2 2026.
WealthBridge Capital Management sold 47 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $9.86K.
iShares MSCI USA Quality Factor ETF made up 0.06% of WealthBridge Capital Management's portfolio in Q2 2026, its #197 holding.
WealthBridge Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and has held it in 7 quarters since.
658 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.