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Wedmont Private Capital’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Wedmont Private Capital’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 		$601K Buy
2,735
+292
+12% +$61.2K 0.02% 491
2026
Q1 		$486K Sell
2,443
-304
-11% -$60.9K 0.02% 503
2025
Q4 		$555K Sell
2,747
-265
-9% -$52.1K 0.02% 433
2025
Q3 		$590K Buy
3,012
+149
+5% +$28K 0.02% 410
2025
Q2 		$529K Buy
+2,863
New +$494K 0.02% 409

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
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
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

Wedmont Private Capital's QUAL Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 12% in Q2 2026, buying an estimated $61.2K and bringing the position to 2,735 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #491.

Wedmont Private Capital first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 637 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Wedmont Private Capital held 2,735 shares of iShares MSCI USA Quality Factor ETF worth $601K as of Q2 2026.
  • Wedmont Private Capital bought 292 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $61.2K.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #491 holding.
  • Wedmont Private Capital first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.