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

GSB 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	$480K	Buy	2,189 +92	+4%	+$19.3K	0.1%	159
2026 Q1	$402K	Buy	2,097 +195	+10%	+$39.1K	0.09%	157
2025 Q4	$378K	Buy	1,902 +328	+21%	+$64.4K	0.09%	163
2025 Q3	$306K	Buy	1,574 +242	+18%	+$45.4K	0.07%	181
2025 Q2	$244K	Buy	+1,332	New	+$230K	0.06%	209
2025 Q1	–	Sell	-1,159	Closed	-$206K	–	235
2024 Q4	$206K	Hold	1,159	–	–	0.05%	213
2024 Q3	$208K	Buy	+1,159	New	+$201K	0.05%	214

Other funds holding QUAL

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GSB Wealth Management's QUAL Position: Q2 2026 in Review

GSB Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.4% in Q2 2026, buying an estimated $19.3K and bringing the position to 2,189 shares worth $480K. The position accounts for 0.1% of the portfolio, ranked #159.

GSB Wealth Management first reported a position in QUAL in Q3 2024 and has held it in 7 quarters since. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

GSB Wealth Management held 2,189 shares of iShares MSCI USA Quality Factor ETF worth $480K as of Q2 2026.
GSB Wealth Management bought 92 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $19.3K.
iShares MSCI USA Quality Factor ETF made up 0.1% of GSB Wealth Management's portfolio in Q2 2026, its #159 holding.
GSB Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 7 quarters since.
1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.