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Kathleen S. Wright Associates’s GMO US Quality ETF QLTY Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$138K Buy
3,823
+1,788
+88% +$62.4K 0.05% 115
2025
Q2 		$69.7K Buy
2,035
+1,810
+804% +$57.4K 0.03% 134
2025
Q1 		$7.03K Hold
225
– – ﹤0.01% 230
2024
Q4 		$7.19K Buy
+225
New +$7.31K ﹤0.01% 231

Other funds holding QLTY

AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TODC
Trustees of Dartmouth College Hanover, New Hampshire $252M AUM 12.95% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Kathleen S. Wright Associates's QLTY Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its GMO US Quality ETF (QLTY) stake by 88% in Q3 2025, buying an estimated $62.4K and bringing the position to 3,823 shares worth $138K. The position accounts for 0.05% of the portfolio, ranked #115.

Kathleen S. Wright Associates first reported a position in QLTY in Q4 2024 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold QLTY as of Q3 2025.

  • Kathleen S. Wright Associates held 3,823 shares of GMO US Quality ETF worth $138K as of Q3 2025.
  • Kathleen S. Wright Associates bought 1,788 GMO US Quality ETF shares in Q3 2025, an estimated $62.4K.
  • GMO US Quality ETF made up 0.05% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #115 holding.
  • Kathleen S. Wright Associates first reported a position in GMO US Quality ETF in Q4 2024 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.