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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yoder Wealth Management's QUAL Position: Q1 2026 in Review

Yoder Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 10% in Q1 2026, selling an estimated $734K and leaving 32,036 shares worth $6.1M. The position accounts for 2.78% of the portfolio, ranked #9.

Yoder Wealth Management first reported a position in QUAL in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.35M in Q3 2024. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Yoder Wealth Management held 32,036 shares of iShares MSCI USA Quality Factor ETF worth $6.1M as of Q1 2026.
Yoder Wealth Management sold 3,663 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $734K.
iShares MSCI USA Quality Factor ETF made up 2.78% of Yoder Wealth Management's portfolio in Q1 2026, its #9 holding.
Yoder Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $8.35M in Q3 2024.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.