Orgel Wealth Management 13F: Cuts QUAL Stake by $259M

Orgel Wealth Management reduced its investment in the iShares MSCI USA Quality Factor ETF QUAL, according to a Form 13F filing with the SEC on October 14, 2026. The firm trimmed its stake during the period, cutting millions from its total allocation in the fund.

What Changed in Orgel Wealth Management's iShares MSCI USA Quality Factor ETF Position

Orgel Wealth Management cut its position by 34.6%, selling 1,163,210 shares during the period. The firm ended the quarter with 2,195,000 shares remaining in the fund. That holding carried a reported value of $487,816,750. This follows earlier moves in the fund by other institutions, such as Foster Group adding 13,860 shares and Euro Pacific Asset Management opening a new position with 2,481 shares valued at $552,320.

iShares MSCI USA Quality Factor ETF Stock Down 1.0%

The fund recently traded around $224.34 as of October 16, 2026. That puts the price about 0.4% above its 50-day moving average of $223.45 and 6.1% above its 200-day moving average of $211.36. The stock sits roughly 1.7% below its 52-week high of $228.13 and up 20.7% over its 52-week low of $185.89. The exchange-traded fund carries a P/E ratio of 27.04 and a dividend yield of 0.85%.

Dividend

The fund pays an annual dividend yield of 0.85% based on recent metrics.

About iShares MSCI USA Quality Factor ETF

iShares MSCI USA Quality Factor ETF is an exchange-traded fund that tracks a traditional market capitalization-weighted parent index, the MSCI USA Index. The fund generally invests at least 80% of its assets in the component securities of its underlying index, targeting companies with strong quality traits, and may allocate the remainder to futures, options, swap contracts, and cash equivalents.

Bottom Line

Orgel Wealth Management's decision to scale back its investment is part of the ongoing shifts seen among institutional holders of the fund. Because 13F filings look backward at historical holdings, observers will need to watch later SEC reports to see if the firm continues to trim or stabilizes its position. Trust Co of Toledo Na also sold out of its position in a later filing on October 16, 2026. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.