HWM
AQLT

HB Wealth Management’s iShares MSCI Global Quality Factor ETF AQLT Stock Holding History

HB Wealth Management’s Portfolio AQLT Stock Details AQLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Hold
9,660
– – ﹤0.01% 1370
2026
Q1 		$267K Buy
+9,660
New +$279K ﹤0.01% 1294

Other funds holding AQLT

BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MA
MW Advisory Atlanta, Georgia $250M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HB Wealth Management's AQLT Position: Q2 2026 in Review

HB Wealth Management held its iShares MSCI Global Quality Factor ETF (AQLT) position steady in Q2 2026 at 9,660 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

HB Wealth Management first reported a position in AQLT in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold AQLT as of Q2 2026.

  • HB Wealth Management held 9,660 shares of iShares MSCI Global Quality Factor ETF worth $305K as of Q2 2026.
  • HB Wealth Management left its iShares MSCI Global Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Quality Factor ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1370 holding.
  • HB Wealth Management first reported a position in iShares MSCI Global Quality Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares MSCI Global Quality Factor ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.