CFG
QUIZ

Carter Financial Group’s Zacks Quality International ETF QUIZ Stock Holding History

Carter Financial Group’s Portfolio QUIZ Stock Details QUIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$585K Buy
20,026
+1,528
+8% +$44K 0.3% 63
2026
Q1 		$499K Sell
18,498
-67
-0.4% -$1.87K 0.31% 58
2025
Q4 		$493K Buy
+18,565
New +$480K 0.29% 59

Other funds holding QUIZ

GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
MCM
M1 Capital Management Bloomfield Hills, Michigan $271M AUM 27.7% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Carter Financial Group's QUIZ Position: Q2 2026 in Review

Carter Financial Group increased its Zacks Quality International ETF (QUIZ) stake by 8.3% in Q2 2026, buying an estimated $44K and bringing the position to 20,026 shares worth $585K. The position accounts for 0.3% of the portfolio, ranked #63.

Carter Financial Group first reported a position in QUIZ in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold QUIZ as of Q2 2026.

  • Carter Financial Group held 20,026 shares of Zacks Quality International ETF worth $585K as of Q2 2026.
  • Carter Financial Group bought 1,528 Zacks Quality International ETF shares in Q2 2026, an estimated $44K.
  • Zacks Quality International ETF made up 0.3% of Carter Financial Group's portfolio in Q2 2026, its #63 holding.
  • Carter Financial Group first reported a position in Zacks Quality International ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Zacks Quality International ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.