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

Gilliland Jeter 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
Q2 		$358K Sell
1,632
-2,399
-60% -$503K 0.09% 146
2026
Q1 		$773K Buy
4,031
+451
+13% +$90.4K 0.23% 84
2025
Q4 		$711K Sell
3,580
-800
-18% -$157K 0.21% 91
2025
Q3 		$852K Buy
4,380
+272
+7% +$51K 0.26% 76
2025
Q2 		$751K Buy
4,108
+476
+13% +$82.1K 0.24% 89
2025
Q1 		$621K Buy
3,632
+413
+13% +$73.9K 0.22% 97
2024
Q4 		$573K Buy
3,219
+774
+32% +$141K 0.19% 98
2024
Q3 		$438K Buy
2,445
+507
+26% +$87.9K 0.14% 115
2024
Q2 		$331K Buy
1,938
+634
+49% +$104K 0.11% 133
2024
Q1 		$214K Buy
+1,304
New +$204K 0.07% 161

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Gilliland Jeter Wealth Management's QUAL Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 60% in Q2 2026, selling an estimated $503K and leaving 1,632 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #146.

Gilliland Jeter Wealth Management first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. The position peaked at $852K in Q3 2025. 1,120 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Gilliland Jeter Wealth Management held 1,632 shares of iShares MSCI USA Quality Factor ETF worth $358K as of Q2 2026.
  • Gilliland Jeter Wealth Management sold 2,399 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $503K.
  • iShares MSCI USA Quality Factor ETF made up 0.09% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Gilliland Jeter Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • Gilliland Jeter Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $852K in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.