EFA
IQLT icon

Edge Financial Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Edge Financial 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
2025
Q4 		– Sell
-4,617
Closed -$204K – 140
2025
Q3 		$204K Sell
4,617
-119
-3% -$5.13K 0.09% 132
2025
Q2 		$205K Buy
+4,736
New +$197K 0.11% 122
2025
Q1 		– Sell
-71,476
Closed -$2.65M – 109
2024
Q4 		$2.65M Buy
71,476
+13,171
+23% +$515K 2.37% 7
2024
Q3 		$2.42M Buy
58,305
+9,300
+19% +$370K 2.14% 12
2024
Q2 		$1.91M Buy
49,005
+23,130
+89% +$907K 1.98% 13
2024
Q1 		$1.03M Buy
+25,875
New +$987K 0.9% 35

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return