Jeter Robert S II’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Jeter Robert S II’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 Q3	$932K	Buy	+4,102	New	+$907K	0.62%	28

Other funds holding QUAL

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Jeter Robert S II's QUAL Position: Q3 2026 in Review

Jeter Robert S II opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2026: 4,102 shares worth $932K. The stake represents 0.62% of the portfolio and ranks #28 among its holdings.

522 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Jeter Robert S II held 4,102 shares of iShares MSCI USA Quality Factor ETF worth $932K as of Q3 2026.
iShares MSCI USA Quality Factor ETF was a new Jeter Robert S II position in Q3 2026.
iShares MSCI USA Quality Factor ETF made up 0.62% of Jeter Robert S II's portfolio in Q3 2026, its #28 holding.
522 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Jeter Robert S II's 13F filing for Q3 2026, filed 16 Oct 2026.