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YHB Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

YHB Investment Advisors’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 		$2.4M Buy
10,933
+125
+1% +$26.2K 0.15% 117
2026
Q1 		$2.07M Hold
10,808
– – 0.15% 121
2025
Q4 		$2.15M Sell
10,808
-444
-4% -$87.2K 0.15% 119
2025
Q3 		$2.19M Sell
11,252
-120
-1% -$22.5K 0.16% 114
2025
Q2 		$2.08M Buy
11,372
+3,550
+45% +$613K 0.16% 119
2025
Q1 		$1.34M Buy
7,822
+3,013
+63% +$539K 0.11% 140
2024
Q4 		$856K Sell
4,809
-3,956
-45% -$719K 0.07% 157
2024
Q3 		$1.57M Buy
8,765
+2,896
+49% +$502K 0.13% 136
2024
Q2 		$1M Buy
+5,869
New +$964K 0.09% 147

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

YHB Investment Advisors's QUAL Position: Q2 2026 in Review

YHB Investment Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.2% in Q2 2026, buying an estimated $26.2K and bringing the position to 10,933 shares worth $2.4M. The position accounts for 0.15% of the portfolio, ranked #117.

YHB Investment Advisors first reported a position in QUAL in Q2 2024 and has held it in 9 quarters since. 579 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • YHB Investment Advisors held 10,933 shares of iShares MSCI USA Quality Factor ETF worth $2.4M as of Q2 2026.
  • YHB Investment Advisors bought 125 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $26.2K.
  • iShares MSCI USA Quality Factor ETF made up 0.15% of YHB Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • YHB Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • 579 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.