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Avantax Advisory Services’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Avantax Advisory Services’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 		$7.12M Buy
164,817
+5,651
+4% +$234K 0.04% 347
2025
Q1 		$6.32M Buy
159,166
+4,376
+3% +$173K 0.04% 346
2024
Q4 		$5.75M Sell
154,790
-1,493
-1% -$58.4K 0.04% 356
2024
Q3 		$6.48M Buy
156,283
+6,123
+4% +$244K 0.04% 328
2024
Q2 		$5.86M Buy
150,160
+4,699
+3% +$184K 0.04% 329
2024
Q1 		$5.77M Buy
145,461
+5,546
+4% +$212K 0.05% 279
2023
Q4 		$5.26M Buy
139,915
+1,687
+1% +$58.9K 0.05% 273
2023
Q3 		$4.65M Buy
138,228
+11,044
+9% +$387K 0.05% 271
2023
Q2 		$4.53M Buy
127,184
+11,408
+10% +$407K 0.05% 275
2023
Q1 		$4.09M Sell
115,776
-5,876
-5% -$202K 0.05% 284
2022
Q4 		$3.94M Sell
121,652
-1,534
-1% -$47.7K 0.05% 267
2022
Q3 		$3.42M Buy
123,186
+29,764
+32% +$921K 0.05% 268
2022
Q2 		$2.89M Buy
93,422
+25,853
+38% +$869K 0.04% 302
2022
Q1 		$2.49M Buy
67,569
+12,485
+23% +$462K 0.03% 327
2021
Q4 		$2.17M Buy
55,084
+3,106
+6% +$122K 0.03% 354
2021
Q3 		$1.97M Buy
51,978
+12,105
+30% +$479K 0.03% 336
2021
Q2 		$1.54M Buy
39,873
+2,526
+7% +$97.5K 0.03% 386
2021
Q1 		$1.36M Buy
37,347
+674
+2% +$24.4K 0.03% 374
2020
Q4 		$1.31M Buy
36,673
+2,099
+6% +$70.2K 0.03% 346
2020
Q3 		$1.08M Buy
34,574
+16,167
+88% +$504K 0.02% 520
2020
Q2 		$542K Buy
+18,407
New +$515K 0.02% 464

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.56T AUM 27.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Avantax Advisory Services's IQLT Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 3.6% in Q2 2025, buying an estimated $234K and bringing the position to 164,817 shares worth $7.12M. The position accounts for 0.04% of the portfolio, ranked #347.

Avantax Advisory Services first reported a position in IQLT in Q2 2020 and has held it in 21 quarters since. 566 funds tracked by Wall St. Rank hold IQLT as of Q2 2025.

  • Avantax Advisory Services held 164,817 shares of iShares MSCI Intl Quality Factor ETF worth $7.12M as of Q2 2025.
  • Avantax Advisory Services bought 5,651 iShares MSCI Intl Quality Factor ETF shares in Q2 2025, an estimated $234K.
  • iShares MSCI Intl Quality Factor ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #347 holding.
  • Avantax Advisory Services first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2020 and has held it in 21 quarters since.
  • 566 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.