World Equity Group
QUAL icon

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
Q3 		$218K Sell
979
-234
-19% -$51.8K 0.09% 228
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

World Equity Group's QUAL Position: Q3 2026 in Review

World Equity Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 19% in Q3 2026, selling an estimated $51.8K and leaving 979 shares worth $218K. The position accounts for 0.09% of the portfolio, ranked #228.

World Equity Group first reported a position in QUAL in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.98M in Q1 2023. 562 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • World Equity Group held 979 shares of iShares MSCI USA Quality Factor ETF worth $218K as of Q3 2026.
  • World Equity Group sold 234 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $51.8K.
  • iShares MSCI USA Quality Factor ETF made up 0.09% of World Equity Group's portfolio in Q3 2026, its #228 holding.
  • World Equity Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 15 quarters since.
  • World Equity Group's iShares MSCI USA Quality Factor ETF position peaked at $4.98M in Q1 2023.
  • 562 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.