Yoder Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Yoder Wealth Management’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	$6.67M	Sell	30,307 -212	-0.7%	-$46.9K	2.52%	11
2026 Q2	$6.63M	Sell	30,519 -1,517	-5%	-$318K	2.59%	11
2026 Q1	$6.1M	Sell	32,036 -3,663	-10%	-$734K	2.78%	9
2025 Q4	$7.04M	Sell	35,699 -6,076	-15%	-$1.19M	3.21%	6
2025 Q3	$8.08M	Sell	41,775 -2,955	-7%	-$554K	3.82%	4
2025 Q2	$8.14M	Sell	44,730 -1,033	-2%	-$178K	4.24%	5
2025 Q1	$7.8M	Sell	45,763 -552	-1%	-$98.8K	4.39%	4
2024 Q4	$8.22M	Sell	46,315 -443	-0.9%	-$80.5K	4.54%	5
2024 Q3	$8.35M	Sell	46,758 -316	-0.7%	-$54.8K	5.02%	3
2024 Q2	$8.01M	Sell	47,074 -1,309	-3%	-$215K	5.19%	2
2024 Q1	$7.93M	Sell	48,383 -1,308	-3%	-$204K	5.18%	4
2023 Q4	$7.31M	Sell	49,691 -1,924	-4%	-$266K	5.15%	4
2023 Q3	$6.81M	Sell	51,615 -2,328	-4%	-$318K	5.62%	5
2023 Q2	$7.28M	Sell	53,943 -2,861	-5%	-$364K	5.73%	5
2023 Q1	$7.05M	Buy	+56,804	New	+$6.82M	5.86%	5

Other funds holding QUAL

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Yoder Wealth Management's QUAL Position: Q3 2026 in Review

Yoder Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.69% in Q3 2026, selling an estimated $46.9K and leaving 30,307 shares worth $6.67M. The position accounts for 2.52% of the portfolio, ranked #11.

Yoder Wealth Management first reported a position in QUAL in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.35M in Q3 2024. 332 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Yoder Wealth Management held 30,307 shares of iShares MSCI USA Quality Factor ETF worth $6.67M as of Q3 2026.
Yoder Wealth Management sold 212 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $46.9K.
iShares MSCI USA Quality Factor ETF made up 2.52% of Yoder Wealth Management's portfolio in Q3 2026, its #11 holding.
Yoder Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $8.35M in Q3 2024.
332 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.