GIL
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Go Invest LLC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Go Invest LLC’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 		$138K Buy
629
+10
+2% +$2.1K 0.03% 31
2026
Q1 		$119K Buy
619
+28
+5% +$5.61K 0.03% 31
2025
Q4 		$117K Buy
+591
New +$116K 0.04% 30

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

Go Invest LLC's QUAL Position: Q2 2026 in Review

Go Invest LLC increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.6% in Q2 2026, buying an estimated $2.1K and bringing the position to 629 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #31.

Go Invest LLC first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. 997 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Go Invest LLC held 629 shares of iShares MSCI USA Quality Factor ETF worth $138K as of Q2 2026.
  • Go Invest LLC bought 10 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2.1K.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of Go Invest LLC's portfolio in Q2 2026, its #31 holding.
  • Go Invest LLC first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 997 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.