Gerber Kawasaki Wealth & Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Gerber Kawasaki Wealth & Investment 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 Q2	$364K	Buy	1,658 +97	+6%	+$20.3K	0.01%	277
2026 Q1	$300K	Sell	1,561 -38	-2%	-$7.62K	0.01%	282
2025 Q4	$318K	Sell	1,599 -53	-3%	-$10.4K	0.01%	275
2025 Q3	$321K	Buy	1,652 +215	+15%	+$40.3K	0.01%	264
2025 Q2	$263K	Sell	1,437 -628	-30%	-$108K	0.01%	274
2025 Q1	$353K	Buy	2,065 +3	+0.1%	+$537	0.02%	222
2024 Q4	$367K	Sell	2,062 -243	-11%	-$44.1K	0.02%	213
2024 Q3	$413K	Buy	2,305 +9	+0.4%	+$1.56K	0.02%	202
2024 Q2	$392K	Buy	2,296 +372	+19%	+$61.1K	0.02%	196
2024 Q1	$316K	Buy	+1,924	New	+$301K	0.02%	217
2021 Q4	–	Sell	-1	Closed	-$1K	–	889
2021 Q3	$1K	Buy	+1	New	+$138	﹤0.01%	1090

Other funds holding QUAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's QUAL Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 6.2% in Q2 2026, buying an estimated $20.3K and bringing the position to 1,658 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #277.

Gerber Kawasaki Wealth & Investment Management first reported a position in QUAL in Q3 2021 and has held it in 11 quarters since. The position peaked at $413K in Q3 2024. 1,312 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 1,658 shares of iShares MSCI USA Quality Factor ETF worth $364K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 97 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $20.3K.
iShares MSCI USA Quality Factor ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #277 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and has held it in 11 quarters since.
Gerber Kawasaki Wealth & Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $413K in Q3 2024.
1,312 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.