AWM
AQLT

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

Ameliora Wealth Management’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 		$410K Hold
12,997
– – 0.12% 83
2026
Q1 		$359K Hold
12,997
– – 0.11% 81
2025
Q4 		$366K Buy
12,997
+5,427
+72% +$150K 0.11% 82
2025
Q3 		$205K Hold
7,570
– – 0.07% 101
2025
Q2 		$193K Hold
7,570
– – 0.07% 104
2025
Q1 		$177K Buy
+7,570
New +$185K 0.07% 102

Other funds holding AQLT

BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Ameliora Wealth Management's AQLT Position: Q2 2026 in Review

Ameliora Wealth Management held its iShares MSCI Global Quality Factor ETF (AQLT) position steady in Q2 2026 at 12,997 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #83.

Ameliora Wealth Management first reported a position in AQLT in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold AQLT as of Q2 2026.

  • Ameliora Wealth Management held 12,997 shares of iShares MSCI Global Quality Factor ETF worth $410K as of Q2 2026.
  • Ameliora Wealth Management left its iShares MSCI Global Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Quality Factor ETF made up 0.12% of Ameliora Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Ameliora Wealth Management first reported a position in iShares MSCI Global Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares MSCI Global Quality Factor ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.