APFP
IQLT icon

Action Point Financial Planning’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Action Point Financial Planning’s Portfolio IQLT Stock Details IQLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$614K Buy
+12,396
New +$606K 0.06% 232

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Action Point Financial Planning's IQLT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2026: 12,396 shares worth $614K. The stake represents 0.06% of the portfolio and ranks #232 among its holdings.

639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Action Point Financial Planning held 12,396 shares of iShares MSCI Intl Quality Factor ETF worth $614K as of Q2 2026.
  • iShares MSCI Intl Quality Factor ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares MSCI Intl Quality Factor ETF made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #232 holding.
  • 639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.