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Financial Gravity Companies’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Financial Gravity Companies’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
Q2 		$312K Buy
+7,215
New +$299K 0.06% 127
2024
Q4 		$412K Sell
11,108
-159
-1% -$6.22K 0.09% 100
2024
Q3 		$467K Buy
+11,267
New +$449K 0.13% 69

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Financial Gravity Companies's IQLT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2025: 7,215 shares worth $312K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IQLT as recently as Q4 2024.

Financial Gravity Companies first reported a position in IQLT in Q3 2024 and has held it in 3 quarters since. The position peaked at $467K in Q3 2024. 566 funds tracked by Wall St. Rank hold IQLT as of Q2 2025.

  • Financial Gravity Companies held 7,215 shares of iShares MSCI Intl Quality Factor ETF worth $312K as of Q2 2025.
  • iShares MSCI Intl Quality Factor ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares MSCI Intl Quality Factor ETF made up 0.06% of Financial Gravity Companies's portfolio in Q2 2025, its #127 holding.
  • Financial Gravity Companies first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares MSCI Intl Quality Factor ETF position peaked at $467K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.