Harel Insurance Investments & Financial Services’s GMO US Quality ETF QLTY Stock Holding History

Harel Insurance Investments & Financial Services’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
2026 Q1	$362K	Sell	10,000 -500	-5%	-$19.2K	﹤0.01%	238
2025 Q4	$404K	Sell	10,500 -3,500	-25%	-$132K	﹤0.01%	225
2025 Q3	$505K	Hold	14,000	–	–	﹤0.01%	229
2025 Q2	$480K	Buy	14,000 +9,000	+180%	+$285K	0.01%	226
2025 Q1	$156K	Sell	5,000 -2,500	-33%	-$81.6K	﹤0.01%	287
2024 Q4	$240K	Buy	7,500 +4,300	+134%	+$140K	﹤0.01%	202
2024 Q3	$104K	Buy	+3,200	New	+$101K	﹤0.01%	276

Other funds holding QLTY

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return