MGIA
QLTI

Moneta Group Investment Advisors’s GMO International Quality ETF QLTI Stock Holding History

Moneta Group Investment Advisors’s Portfolio QLTI Stock Details QLTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.55M Buy
142,262
+96,371
+210% +$2.58M 0.03% 204
2025
Q4 		$1.22M Buy
+45,891
New +$1.2M 0.01% 327

Other funds holding QLTI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return

Moneta Group Investment Advisors's QLTI Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its GMO International Quality ETF (QLTI) stake by 210% in Q1 2026, buying an estimated $2.58M and bringing the position to 142,262 shares worth $3.55M. The position accounts for 0.03% of the portfolio, ranked #204.

Moneta Group Investment Advisors first reported a position in QLTI in Q4 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold QLTI as of Q1 2026.

  • Moneta Group Investment Advisors held 142,262 shares of GMO International Quality ETF worth $3.55M as of Q1 2026.
  • Moneta Group Investment Advisors bought 96,371 GMO International Quality ETF shares in Q1 2026, an estimated $2.58M.
  • GMO International Quality ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #204 holding.
  • Moneta Group Investment Advisors first reported a position in GMO International Quality ETF in Q4 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held GMO International Quality ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.