GWM
QLTY icon

Gitterman Wealth Management’s GMO US Quality ETF QLTY Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		$58.7M Sell
1,623,342
-1,570
-0.1% -$54.8K 13.46% 3
2025
Q2 		$55.7M Buy
1,624,912
+45,803
+3% +$1.45M 12.97% 2
2025
Q1 		$49.4M Buy
+1,579,109
New +$51.5M 13.11% 2

Other funds holding QLTY

AIA Group
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
FFT Wealth Management
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TODC
Trustees of Dartmouth College Hanover, New Hampshire $335M AUM 18.36% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Gitterman Wealth Management's QLTY Position: Q3 2025 in Review

Gitterman Wealth Management reduced its GMO US Quality ETF (QLTY) stake by 0.1% in Q3 2025, selling an estimated $54.8K and leaving 1,623,342 shares worth $58.7M. The position accounts for 13.46% of the portfolio, ranked #3.

Gitterman Wealth Management first reported a position in QLTY in Q1 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold QLTY as of Q3 2025.

  • Gitterman Wealth Management held 1,623,342 shares of GMO US Quality ETF worth $58.7M as of Q3 2025.
  • Gitterman Wealth Management sold 1,570 GMO US Quality ETF shares in Q3 2025, an estimated $54.8K.
  • GMO US Quality ETF made up 13.46% of Gitterman Wealth Management's portfolio in Q3 2025, its #3 holding.
  • Gitterman Wealth Management first reported a position in GMO US Quality ETF in Q1 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.