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Great Valley Advisor Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Great Valley Advisor Group’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
Q3 		– Sell
-4,906
Closed -$212K – 939
2025
Q2 		$212K Buy
+4,906
New +$204K ﹤0.01% 850
2020
Q2 		– Sell
-28,700
Closed -$742K – 427
2020
Q1 		$742K Buy
+28,700
New +$859K 0.2% 138

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Great Valley Advisor Group's IQLT Position: Q3 2025 in Review

Great Valley Advisor Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2025, closing a stake of 4,906 shares — an estimated $212K sold.

Great Valley Advisor Group first reported a position in IQLT in Q1 2020 and held it in 2 quarters. The position peaked at $742K in Q1 2020. 574 funds tracked by Wall St. Rank hold IQLT as of Q3 2025.

  • Great Valley Advisor Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,906 iShares MSCI Intl Quality Factor ETF shares in Q3 2025, an estimated $212K.
  • Great Valley Advisor Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2020 and held it in 2 quarters.
  • Great Valley Advisor Group's iShares MSCI Intl Quality Factor ETF position peaked at $742K in Q1 2020.
  • 574 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2025.

Based on Great Valley Advisor Group's 13F filing for Q3 2025, filed 14 Nov 2025.