AWM
IQLT icon

Avaii Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Avaii Wealth Management’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
Q1 		$710K Sell
15,363
-133
-0.9% -$6.29K 0.25% 54
2025
Q4 		$704K Buy
15,496
+1
+0% +$45 0.26% 49
2025
Q3 		$685K Buy
15,495
+21
+0.1% +$906 0.26% 52
2025
Q2 		$669K Buy
15,474
+1
+0% +$41 0.3% 44
2025
Q1 		$614K Hold
15,473
– – 0.33% 42
2024
Q4 		$574K Sell
15,473
-932
-6% -$36.5K 0.28% 52
2024
Q3 		$681K Sell
16,405
-176
-1% -$7.01K 0.34% 42
2024
Q2 		$647K Sell
16,581
-184
-1% -$7.21K 0.36% 48
2024
Q1 		$665K Sell
16,765
-200
-1% -$7.63K 0.39% 46
2023
Q4 		$637K Buy
16,965
+274
+2% +$9.56K 0.42% 54
2023
Q3 		$561K Sell
16,691
-1,084
-6% -$38K 0.42% 51
2023
Q2 		$633K Buy
17,775
+173
+1% +$6.17K 0.49% 47
2023
Q1 		$621K Buy
17,602
+329
+2% +$11.3K 0.54% 43
2022
Q4 		$559K Sell
17,273
-410
-2% -$12.7K 0.5% 46
2022
Q3 		$491K Buy
17,683
+33
+0.2% +$1.02K 0.51% 46
2022
Q2 		$546K Buy
17,650
+604
+4% +$20.3K 0.58% 29
2022
Q1 		$628K Buy
17,046
+672
+4% +$24.9K 0.58% 28
2021
Q4 		$645K Buy
+16,374
New +$641K 0.65% 27

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avaii Wealth Management's IQLT Position: Q1 2026 in Review

Avaii Wealth Management reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.86% in Q1 2026, selling an estimated $6.29K and leaving 15,363 shares worth $710K. The position accounts for 0.25% of the portfolio, ranked #54.

Avaii Wealth Management first reported a position in IQLT in Q4 2021 and has held it in 18 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Avaii Wealth Management held 15,363 shares of iShares MSCI Intl Quality Factor ETF worth $710K as of Q1 2026.
  • Avaii Wealth Management sold 133 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $6.29K.
  • iShares MSCI Intl Quality Factor ETF made up 0.25% of Avaii Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Avaii Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.