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Atria Wealth Solutions’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$14.3M Sell
331,529
-16,632
-5% -$690K 0.32% 65
2025
Q1 		$13.8M Buy
348,161
+54,254
+18% +$2.14M 0.17% 135
2024
Q4 		$10.9M Buy
293,907
+15,278
+5% +$598K 0.12% 178
2024
Q3 		$11.6M Buy
278,629
+131,105
+89% +$5.22M 0.13% 174
2024
Q2 		$5.76M Sell
147,524
-18,333
-11% -$719K 0.06% 304
2024
Q1 		$6.58M Buy
165,857
+17,484
+12% +$667K 0.07% 275
2023
Q4 		$5.57M Buy
148,373
+108,291
+270% +$3.78M 0.07% 287
2023
Q3 		$1.35M Sell
40,082
-5,064
-11% -$178K 0.02% 696
2023
Q2 		$1.61M Buy
45,146
+6,379
+16% +$227K 0.02% 651
2023
Q1 		$1.37M Buy
38,767
+12,099
+45% +$415K 0.02% 691
2022
Q4 		$864K Buy
26,668
+700
+3% +$21.7K 0.01% 815
2022
Q3 		$721K Buy
25,968
+8,928
+52% +$276K 0.01% 845
2022
Q2 		$527K Buy
17,040
+9,319
+121% +$313K 0.01% 948
2022
Q1 		$285K Buy
+7,721
New +$286K ﹤0.01% 1346

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Atria Wealth Solutions's IQLT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 4.8% in Q2 2025, selling an estimated $690K and leaving 331,529 shares worth $14.3M. The position accounts for 0.32% of the portfolio, ranked #65.

Atria Wealth Solutions first reported a position in IQLT in Q1 2022 and has held it in 14 quarters since. 567 funds tracked by Wall St. Rank hold IQLT as of Q2 2025.

  • Atria Wealth Solutions held 331,529 shares of iShares MSCI Intl Quality Factor ETF worth $14.3M as of Q2 2025.
  • Atria Wealth Solutions sold 16,632 iShares MSCI Intl Quality Factor ETF shares in Q2 2025, an estimated $690K.
  • iShares MSCI Intl Quality Factor ETF made up 0.32% of Atria Wealth Solutions's portfolio in Q2 2025, its #65 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2022 and has held it in 14 quarters since.
  • 567 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.