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

Wealthcare Capital 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 		$217K Buy
+989
New +$207K 0.09% 160

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FG
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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

Wealthcare Capital Partners opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 989 shares worth $217K. The stake represents 0.09% of the portfolio and ranks #160 among its holdings.

845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Wealthcare Capital Partners held 989 shares of iShares MSCI USA Quality Factor ETF worth $217K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Wealthcare Capital Partners position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.09% of Wealthcare Capital Partners's portfolio in Q2 2026, its #160 holding.
  • 845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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