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Godsey & Gibb Inc’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Godsey & Gibb Inc’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 		$14K Sell
64
-99
-61% -$20.8K ﹤0.01% 252
2026
Q1 		$31.3K Buy
163
+67
+70% +$13.4K ﹤0.01% 198
2025
Q4 		$19.1K Buy
+96
New +$18.9K ﹤0.01% 244
2024
Q2 		– Sell
-35
Closed -$5.75K – 432
2024
Q1 		$5.75K Hold
35
– – ﹤0.01% 310
2023
Q4 		$5.15K Buy
+35
New +$4.84K ﹤0.01% 304

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Godsey & Gibb Inc's QUAL Position: Q2 2026 in Review

Godsey & Gibb Inc reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 61% in Q2 2026, selling an estimated $20.8K and leaving 64 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Godsey & Gibb Inc first reported a position in QUAL in Q4 2023 and has held it in 5 quarters since. The position peaked at $31.3K in Q1 2026. 1,056 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Godsey & Gibb Inc held 64 shares of iShares MSCI USA Quality Factor ETF worth $14K as of Q2 2026.
  • Godsey & Gibb Inc sold 99 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $20.8K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #252 holding.
  • Godsey & Gibb Inc first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • Godsey & Gibb Inc's iShares MSCI USA Quality Factor ETF position peaked at $31.3K in Q1 2026.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.