HB Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

HB Wealth Management’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	$5.37M	Buy	108,416 +82,171	+313%	+$4.02M	0.03%	264
2026 Q1	$1.21M	Sell	26,245 -2,854	-10%	-$135K	0.01%	596
2025 Q4	$1.32M	Buy	29,099 +6,128	+27%	+$275K	0.01%	537
2025 Q3	$1.02M	Buy	+22,971	New	+$991K	0.01%	601
2025 Q2	–	Sell	-21,609	Closed	-$858K	–	1233
2025 Q1	$858K	Buy	21,609 +1,247	+6%	+$49.2K	0.01%	585
2024 Q4	$756K	Buy	20,362 +168	+0.8%	+$6.57K	0.01%	482
2024 Q3	$838K	Sell	20,194 -100	-0.5%	-$3.98K	0.01%	439
2024 Q2	$792K	Buy	20,294 +6,226	+44%	+$244K	0.01%	419
2024 Q1	$558K	Hold	14,068	–	–	0.01%	467
2023 Q4	$528K	Buy	14,068 +135	+1%	+$4.71K	0.01%	440
2023 Q3	$468K	Hold	13,933	–	–	0.01%	450
2023 Q2	$496K	Sell	13,933 -725	-5%	-$25.8K	0.01%	417
2023 Q1	$517K	Buy	+14,658	New	+$503K	0.01%	407

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 22.9% 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

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

HB Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 313% in Q2 2026, buying an estimated $4.02M and bringing the position to 108,416 shares worth $5.37M. The position accounts for 0.03% of the portfolio, ranked #264.

HB Wealth Management first reported a position in IQLT in Q1 2023 and has held it in 13 quarters since. 647 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

HB Wealth Management held 108,416 shares of iShares MSCI Intl Quality Factor ETF worth $5.37M as of Q2 2026.
HB Wealth Management bought 82,171 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $4.02M.
iShares MSCI Intl Quality Factor ETF made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #264 holding.
HB Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
647 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

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