Planning Strategies Inc.’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Planning Strategies Inc.’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	$2.63M	Buy	+12,000	New	+$2.52M	1.64%	15

Other funds holding QUAL

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

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

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Planning Strategies Inc.'s QUAL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 12,000 shares worth $2.63M. The stake represents 1.64% of the portfolio and ranks #15 among its holdings.

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

Planning Strategies Inc. held 12,000 shares of iShares MSCI USA Quality Factor ETF worth $2.63M as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 1.64% of Planning Strategies Inc.'s portfolio in Q2 2026, its #15 holding.
690 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.