AWMS
AQLT

Advocacy Wealth Management Services’s iShares MSCI Global Quality Factor ETF AQLT Stock Holding History

Advocacy Wealth Management Services’s Portfolio AQLT Stock Details AQLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.65M Buy
179,079
+35,840
+25% +$1.1M 0.21% 61
2026
Q1 		$3.96M Hold
143,239
– – 0.18% 65
2025
Q4 		$4.03M Buy
143,239
+3,021
+2% +$83.7K 0.17% 70
2025
Q3 		$3.8M Hold
140,218
– – 0.17% 69
2025
Q2 		$3.58M Buy
140,218
+9,534
+7% +$228K 0.22% 41
2025
Q1 		$3.06M Hold
130,684
– – 0.21% 41
2024
Q4 		$3.16M Buy
+130,684
New +$3.21M 0.24% 36

Other funds holding AQLT

BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MAL
MW ADVISORY, LLC Atlanta, Georgia $250M AUM
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Advocacy Wealth Management Services's AQLT Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its iShares MSCI Global Quality Factor ETF (AQLT) stake by 25% in Q2 2026, buying an estimated $1.1M and bringing the position to 179,079 shares worth $5.65M. The position accounts for 0.21% of the portfolio, ranked #61.

Advocacy Wealth Management Services first reported a position in AQLT in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold AQLT as of Q2 2026.

  • Advocacy Wealth Management Services held 179,079 shares of iShares MSCI Global Quality Factor ETF worth $5.65M as of Q2 2026.
  • Advocacy Wealth Management Services bought 35,840 iShares MSCI Global Quality Factor ETF shares in Q2 2026, an estimated $1.1M.
  • iShares MSCI Global Quality Factor ETF made up 0.21% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #61 holding.
  • Advocacy Wealth Management Services first reported a position in iShares MSCI Global Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares MSCI Global Quality Factor ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.