Wealthcare Advisory Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Wealthcare Advisory Partners’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	$11.8M	Buy	53,676 +1,503	+3%	+$315K	0.22%	93
2026 Q1	$10M	Sell	52,173 -9,166	-15%	-$1.84M	0.19%	106
2025 Q4	$12.2M	Sell	61,339 -220	-0.4%	-$43.2K	0.24%	86
2025 Q3	$12M	Buy	61,559 +809	+1%	+$152K	0.25%	82
2025 Q2	$11.1M	Buy	60,750 +3,611	+6%	+$623K	0.25%	78
2025 Q1	$9.76M	Sell	57,139 -699	-1%	-$125K	0.26%	77
2024 Q4	$10.3M	Sell	57,838 -1,946	-3%	-$353K	0.29%	72
2024 Q3	$10.7M	Sell	59,784 -551	-0.9%	-$95.6K	0.31%	65
2024 Q2	$10.3M	Buy	60,335 +4,464	+8%	+$733K	0.32%	59
2024 Q1	$9.18M	Sell	55,871 -17,571	-24%	-$2.75M	0.3%	61
2023 Q4	$10.8M	Sell	73,442 -312	-0.4%	-$43.2K	0.43%	50
2023 Q3	$9.72M	Sell	73,754 -1,685	-2%	-$230K	0.45%	49
2023 Q2	$10.2M	Sell	75,439 -9,326	-11%	-$1.19M	0.46%	46
2023 Q1	$10.5M	Buy	84,765 +4,797	+6%	+$576K	0.45%	47
2022 Q4	$9.11M	Buy	79,968 +29,944	+60%	+$3.4M	0.44%	50
2022 Q3	$5.2M	Buy	50,024 +10,615	+27%	+$1.24M	0.3%	73
2022 Q2	$4.4M	Buy	39,409 +32,808	+497%	+$4M	0.27%	63
2022 Q1	$889K	Sell	6,601 -550	-8%	-$73K	0.05%	212
2021 Q4	$1.04M	Sell	7,151 -1,370	-16%	-$194K	0.06%	192
2021 Q3	$1.12M	Buy	8,521 +53	+0.6%	+$7.29K	0.07%	174
2021 Q2	$1.13M	Sell	8,468 -46	-0.5%	-$5.9K	0.08%	178
2021 Q1	$1.04M	Sell	8,514 -2,032	-19%	-$240K	0.08%	175
2020 Q4	$1.23M	Buy	10,546 +5,499	+109%	+$605K	0.11%	118
2020 Q3	$524K	Buy	+5,047	New	+$517K	0.06%	194
2020 Q2	–	Sell	-68	Closed	-$6K	–	1108
2020 Q1	$6K	Sell	68 -30	-31%	-$2.86K	﹤0.01%	1069
2019 Q4	$10K	Sell	98 -126	-56%	-$12.1K	﹤0.01%	947
2019 Q3	$21K	Buy	224 +164	+273%	+$15.1K	﹤0.01%	745
2019 Q2	$5K	Hold	60	–	–	﹤0.01%	1070
2019 Q1	$5K	Sell	60 -150	-71%	-$12.6K	﹤0.01%	975
2018 Q4	$16K	Hold	210	–	–	﹤0.01%	688
2018 Q3	$19K	Buy	210 +60	+40%	+$5.27K	﹤0.01%	691
2018 Q2	$13K	Hold	150	–	–	﹤0.01%	769
2018 Q1	$12K	Hold	150	–	–	﹤0.01%	695
2017 Q4	$12K	Buy	+150	New	+$12.1K	﹤0.01%	638

Other funds holding QUAL

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Wealthcare Advisory Partners's QUAL Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.9% in Q2 2026, buying an estimated $315K and bringing the position to 53,676 shares worth $11.8M. The position accounts for 0.22% of the portfolio, ranked #93.

Wealthcare Advisory Partners first reported a position in QUAL in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.2M in Q4 2025. 350 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Wealthcare Advisory Partners held 53,676 shares of iShares MSCI USA Quality Factor ETF worth $11.8M as of Q2 2026.
Wealthcare Advisory Partners bought 1,503 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $315K.
iShares MSCI USA Quality Factor ETF made up 0.22% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #93 holding.
Wealthcare Advisory Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2017 and has held it in 34 quarters since.
Wealthcare Advisory Partners's iShares MSCI USA Quality Factor ETF position peaked at $12.2M in Q4 2025.
350 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.