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

Genesis 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	$493K	Sell	9,946 -157,125	-94%	-$7.68M	0.29%	35
2026 Q1	$7.72M	Buy	167,071 +6,942	+4%	+$328K	5.16%	7
2025 Q4	$7.28M	Buy	160,129 +4,008	+3%	+$180K	4.99%	7
2025 Q3	$6.9M	Buy	156,121 +2,551	+2%	+$110K	4.86%	8
2025 Q2	$6.64M	Buy	153,570 +3,712	+2%	+$154K	4.98%	8
2025 Q1	$5.95M	Buy	149,858 +7,180	+5%	+$283K	4.82%	9
2024 Q4	$5.3M	Buy	+142,678	New	+$5.58M	4.62%	7

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

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

Genesis Wealth Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 94% in Q2 2026, selling an estimated $7.68M and leaving 9,946 shares worth $493K. The position accounts for 0.29% of the portfolio, ranked #35.

Genesis Wealth Advisors first reported a position in IQLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.72M in Q1 2026. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Genesis Wealth Advisors held 9,946 shares of iShares MSCI Intl Quality Factor ETF worth $493K as of Q2 2026.
Genesis Wealth Advisors sold 157,125 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $7.68M.
iShares MSCI Intl Quality Factor ETF made up 0.29% of Genesis Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Genesis Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Genesis Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $7.72M in Q1 2026.
644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.