EWA
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EverSource Wealth Advisors’s GMO US Quality ETF QLTY Stock Holding History

EverSource Wealth Advisors’s Portfolio QLTY Stock Details QLTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116K Buy
2,784
+1,055
+61% +$42.3K ﹤0.01% 1313
2026
Q1 		$62.6K Sell
1,729
-1,821
-51% -$69.8K ﹤0.01% 1737
2025
Q4 		$137K Buy
+3,550
New +$133K 0.01% 1155

Other funds holding QLTY

AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TODC
Trustees of Dartmouth College Hanover, New Hampshire $335M AUM 18.36% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EverSource Wealth Advisors's QLTY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its GMO US Quality ETF (QLTY) stake by 61% in Q2 2026, buying an estimated $42.3K and bringing the position to 2,784 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

EverSource Wealth Advisors first reported a position in QLTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $137K in Q4 2025. 160 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • EverSource Wealth Advisors held 2,784 shares of GMO US Quality ETF worth $116K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,055 GMO US Quality ETF shares in Q2 2026, an estimated $42.3K.
  • GMO US Quality ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1313 holding.
  • EverSource Wealth Advisors first reported a position in GMO US Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's GMO US Quality ETF position peaked at $137K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.