Gibbs Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Gibbs 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	$670K	Buy	3,490 +782	+29%	+$157K	0.09%	227
2025 Q4	$553K	Hold	2,708	–	–	0.13%	185
2025 Q3	$527K	Sell	2,708 -720	-21%	-$135K	0.12%	203
2025 Q2	$627K	Sell	3,428 -1,033	-23%	-$178K	0.12%	198
2025 Q1	$762K	Sell	4,461 -848	-16%	-$152K	0.18%	127
2024 Q4	$945K	Buy	5,309 +416	+9%	+$75.6K	0.26%	88
2024 Q3	$877K	Sell	4,893 -55	-1%	-$9.54K	0.28%	78
2024 Q2	$845K	Buy	4,948 +1,827	+59%	+$300K	0.34%	70
2024 Q1	$513K	Buy	+3,121	New	+$488K	0.29%	89

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Gibbs Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 29% in Q1 2026, buying an estimated $157K and bringing the position to 3,490 shares worth $670K. The position accounts for 0.09% of the portfolio, ranked #227.

Gibbs Wealth Management first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $945K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Gibbs Wealth Management held 3,490 shares of iShares MSCI USA Quality Factor ETF worth $670K as of Q1 2026.
Gibbs Wealth Management bought 782 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $157K.
iShares MSCI USA Quality Factor ETF made up 0.09% of Gibbs Wealth Management's portfolio in Q1 2026, its #227 holding.
Gibbs Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $945K in Q4 2024.
1,650 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.