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 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 $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elevate Wealth Advisory's IQLT Position: Q1 2026 in Review

Elevate Wealth Advisory held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q1 2026 at 479 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #106.

Elevate Wealth Advisory first reported a position in IQLT in Q4 2023 and has held it in 10 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Elevate Wealth Advisory held 479 shares of iShares MSCI Intl Quality Factor ETF worth $22.1K as of Q1 2026.
Elevate Wealth Advisory left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Quality Factor ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #106 holding.
Elevate Wealth Advisory first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.