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XY Planning Network’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

XY Planning Network’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 		$477K Sell
2,173
-9,527
-81% -$2M 0.06% 218
2026
Q1 		$2.26M Buy
11,700
+904
+8% +$181K 0.36% 66
2025
Q4 		$2.14M Buy
+10,796
New +$2.12M 0.37% 67

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
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
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

XY Planning Network's QUAL Position: Q2 2026 in Review

XY Planning Network reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 81% in Q2 2026, selling an estimated $2M and leaving 2,173 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #218.

XY Planning Network first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.26M in Q1 2026. 573 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • XY Planning Network held 2,173 shares of iShares MSCI USA Quality Factor ETF worth $477K as of Q2 2026.
  • XY Planning Network sold 9,527 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2M.
  • iShares MSCI USA Quality Factor ETF made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #218 holding.
  • XY Planning Network first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's iShares MSCI USA Quality Factor ETF position peaked at $2.26M in Q1 2026.
  • 573 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.