Elevate Wealth Advisory’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Elevate Wealth Advisory’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	$23.7K	Hold	479	–	–	0.01%	110
2026 Q1	$22.1K	Hold	479	–	–	0.01%	106
2025 Q4	$21.8K	Hold	479	–	–	0.01%	102
2025 Q3	$21.2K	Hold	479	–	–	0.02%	104
2025 Q2	$20.7K	Hold	479	–	–	0.01%	115
2025 Q1	$19K	Hold	479	–	–	0.01%	111
2024 Q4	$17.8K	Hold	479	–	–	0.01%	104
2024 Q3	$19.9K	Hold	479	–	–	0.01%	104
2024 Q2	$18.7K	Hold	479	–	–	0.02%	99
2024 Q1	$19K	Hold	479	–	–	0.02%	95
2023 Q4	$18K	Buy	+479	New	+$16.7K	0.02%	98

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

Elevate Wealth Advisory's IQLT Position: Q2 2026 in Review

Elevate Wealth Advisory held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q2 2026 at 479 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #110.

Elevate Wealth Advisory first reported a position in IQLT in Q4 2023 and has held it in 11 quarters since. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Elevate Wealth Advisory held 479 shares of iShares MSCI Intl Quality Factor ETF worth $23.7K as of Q2 2026.
Elevate Wealth Advisory left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Quality Factor ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q2 2026, its #110 holding.
Elevate Wealth Advisory first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.