CLA (CliftonLarsonAllen) Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$19.1M	Sell	385,398 -105,025	-21%	-$5.13M	0.25%	48
2026 Q1	$22.7M	Sell	490,423 -104,642	-18%	-$4.95M	0.33%	42
2025 Q4	$27M	Sell	595,065 -48,073	-7%	-$2.15M	0.41%	37
2025 Q3	$28.4M	Sell	643,138 -65,346	-9%	-$2.82M	0.45%	37
2025 Q2	$30.6M	Sell	708,484 -120,728	-15%	-$5.01M	0.51%	36
2025 Q1	$32.9M	Buy	829,212 +765,142	+1,194%	+$30.2M	0.61%	34
2024 Q4	$2.38M	Sell	64,070 -1,776	-3%	-$69.5K	0.05%	106
2024 Q3	$2.73M	Sell	65,846 -1,449	-2%	-$57.7K	0.06%	95
2024 Q2	$2.63M	Sell	67,295 -514	-0.8%	-$20.1K	0.06%	92
2024 Q1	$2.69M	Sell	67,809 -8,561	-11%	-$327K	0.06%	86
2023 Q4	$2.87M	Sell	76,370 -930	-1%	-$32.4K	0.07%	84
2023 Q3	$2.6M	Sell	77,300 -2,561	-3%	-$89.8K	0.07%	79
2023 Q2	$2.84M	Hold	79,861	–	–	0.08%	78
2023 Q1	$2.82M	Sell	79,861 -2,629	-3%	-$90.3K	0.08%	81
2022 Q4	$2.67M	Sell	82,490 -10,761	-12%	-$334K	0.1%	88
2022 Q3	$2.59M	Sell	93,251 -27,866	-23%	-$862K	0.32%	34
2022 Q2	$3.75M	Sell	121,117 -13,366	-10%	-$449K	0.16%	63
2022 Q1	$4.96M	Sell	134,483 -86,805	-39%	-$3.21M	0.18%	63
2021 Q4	$8.71M	Sell	221,288 -9,478	-4%	-$371K	0.32%	48
2021 Q3	$8.74M	Sell	230,766 -48,524	-17%	-$1.92M	0.34%	45
2021 Q2	$10.8M	Sell	279,290 -105,917	-27%	-$4.09M	0.44%	40
2021 Q1	$14M	Sell	385,207 -984,979	-72%	-$35.7M	0.66%	33
2020 Q4	$48.9M	Buy	1,370,186 +244,781	+22%	+$8.18M	2.4%	12
2020 Q3	$35.3M	Buy	1,125,405 +147,189	+15%	+$4.59M	1.99%	15
2020 Q2	$28.8M	Buy	+978,216	New	+$27.4M	1.75%	15

Other funds holding IQLT

EWM

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IQLT Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 21% in Q2 2026, selling an estimated $5.13M and leaving 385,398 shares worth $19.1M. The position accounts for 0.25% of the portfolio, ranked #48.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IQLT in Q2 2020 and has held it in 25 quarters since. The position peaked at $48.9M in Q4 2020. 271 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 385,398 shares of iShares MSCI Intl Quality Factor ETF worth $19.1M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 105,025 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $5.13M.
iShares MSCI Intl Quality Factor ETF made up 0.25% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #48 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2020 and has held it in 25 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $48.9M in Q4 2020.
271 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.