CM Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

CM 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	$207K	Buy	+4,185	New	+$205K	0.04%	183

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

CM Wealth Advisors's IQLT Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2026: 4,185 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #183 among its holdings.

639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

CM Wealth Advisors held 4,185 shares of iShares MSCI Intl Quality Factor ETF worth $207K as of Q2 2026.
iShares MSCI Intl Quality Factor ETF was a new CM Wealth Advisors position in Q2 2026.
iShares MSCI Intl Quality Factor ETF made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #183 holding.
639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.