Avidian Wealth Enterprises’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Avidian Wealth Enterprises’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 Q2	$237K	Sell	4,790 -1,931	-29%	-$94.4K	0.01%	654
2026 Q1	$311K	Buy	+6,721	New	+$318K	0.01%	540
2023 Q1	–	Sell	-7,823	Closed	-$253K	–	488
2022 Q4	$253K	Buy	7,823 +51	+0.7%	+$1.58K	0.02%	391
2022 Q3	$216K	Sell	7,772 -872	-10%	-$27K	0.02%	379
2022 Q2	$267K	Sell	8,644 -90,901	-91%	-$3.05M	0.02%	373
2022 Q1	$3.67M	Buy	99,545 +78,771	+379%	+$2.92M	0.22%	82
2021 Q4	$818K	Buy	+20,774	New	+$814K	0.05%	221

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avidian Wealth Enterprises's IQLT Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 29% in Q2 2026, selling an estimated $94.4K and leaving 4,790 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #654.

Avidian Wealth Enterprises first reported a position in IQLT in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.67M in Q1 2022. 639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Avidian Wealth Enterprises held 4,790 shares of iShares MSCI Intl Quality Factor ETF worth $237K as of Q2 2026.
Avidian Wealth Enterprises sold 1,931 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $94.4K.
iShares MSCI Intl Quality Factor ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #654 holding.
Avidian Wealth Enterprises first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and has held it in 7 quarters since.
Avidian Wealth Enterprises's iShares MSCI Intl Quality Factor ETF position peaked at $3.67M in Q1 2022.
639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

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