HB Wealth Management
AQLT icon

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
Q3 		$1.18M Buy
36,903
+27,243
+282% +$863K 0.01% 787
2026
Q2 		$305K Hold
9,660
– – ﹤0.01% 1370
2026
Q1 		$267K Buy
+9,660
New +$279K ﹤0.01% 1294

Other funds holding AQLT

Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

HB Wealth Management's AQLT Position: Q3 2026 in Review

HB Wealth Management increased its iShares MSCI Global Quality Factor ETF (AQLT) stake by 282% in Q3 2026, buying an estimated $863K and bringing the position to 36,903 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #787.

HB Wealth Management first reported a position in AQLT in Q1 2026 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold AQLT as of Q3 2026.

  • HB Wealth Management held 36,903 shares of iShares MSCI Global Quality Factor ETF worth $1.18M as of Q3 2026.
  • HB Wealth Management bought 27,243 iShares MSCI Global Quality Factor ETF shares in Q3 2026, an estimated $863K.
  • iShares MSCI Global Quality Factor ETF made up 0.01% of HB Wealth Management's portfolio in Q3 2026, its #787 holding.
  • HB Wealth Management first reported a position in iShares MSCI Global Quality Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • 3 funds tracked by Wall St. Rank held iShares MSCI Global Quality Factor ETF as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.