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World Equity Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

World Equity Group’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 		$267K Sell
1,213
-2,702
-69% -$567K 0.06% 324
2026
Q1 		$752K Buy
3,915
+290
+8% +$58.1K 0.19% 121
2025
Q4 		$720K Sell
3,625
-4,680
-56% -$920K 0.2% 122
2025
Q3 		$1.62M Buy
8,305
+560
+7% +$105K 0.37% 57
2025
Q2 		$1.42M Sell
7,745
-1,283
-14% -$221K 0.39% 56
2025
Q1 		$1.55M Buy
9,028
+2,904
+47% +$520K 0.44% 51
2024
Q4 		$1.09M Buy
6,124
+2,365
+63% +$430K 0.23% 95
2024
Q3 		$675K Buy
3,759
+445
+13% +$77.2K 0.24% 97
2024
Q2 		$566K Buy
3,314
+237
+8% +$38.9K 0.17% 146
2024
Q1 		$506K Sell
3,077
-2,571
-46% -$402K 0.1% 186
2023
Q4 		$831K Buy
5,648
+272
+5% +$37.7K 0.17% 134
2023
Q3 		$709K Sell
5,376
-7,101
-57% -$970K 0.15% 160
2023
Q2 		$1.68M Sell
12,477
-39,699
-76% -$5.05M 0.5% 46
2023
Q1 		$4.98M Buy
+52,176
New +$6.26M 0.74% 23

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

World Equity Group's QUAL Position: Q2 2026 in Review

World Equity Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 69% in Q2 2026, selling an estimated $567K and leaving 1,213 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #324.

World Equity Group first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.98M in Q1 2023. 402 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • World Equity Group held 1,213 shares of iShares MSCI USA Quality Factor ETF worth $267K as of Q2 2026.
  • World Equity Group sold 2,702 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $567K.
  • iShares MSCI USA Quality Factor ETF made up 0.06% of World Equity Group's portfolio in Q2 2026, its #324 holding.
  • World Equity Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • World Equity Group's iShares MSCI USA Quality Factor ETF position peaked at $4.98M in Q1 2023.
  • 402 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.