Independent Advisor Alliance’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Independent Advisor Alliance’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 Q1	$25.7M	Buy	556,811 +541,249	+3,478%	+$25.6M	0.28%	70
2025 Q4	$707K	Sell	15,562 -1,500	-9%	-$67.2K	0.02%	561
2025 Q3	$754K	Sell	17,062 -194	-1%	-$8.37K	0.02%	510
2025 Q2	$746K	Sell	17,256 -1,406	-8%	-$58.3K	0.02%	475
2025 Q1	$741K	Sell	18,662 -340,688	-95%	-$13.4M	0.02%	430
2024 Q4	$13.3M	Buy	359,350 +351,388	+4,413%	+$13.7M	0.18%	127
2024 Q3	$330K	Hold	7,962	–	–	0.01%	538
2024 Q2	$311K	Buy	+7,962	New	+$312K	0.01%	565

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's IQLT Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 3,478% in Q1 2026, buying an estimated $25.6M and bringing the position to 556,811 shares worth $25.7M. The position accounts for 0.28% of the portfolio, ranked #70.

Independent Advisor Alliance first reported a position in IQLT in Q2 2024 and has held it in 8 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Independent Advisor Alliance held 556,811 shares of iShares MSCI Intl Quality Factor ETF worth $25.7M as of Q1 2026.
Independent Advisor Alliance bought 541,249 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $25.6M.
iShares MSCI Intl Quality Factor ETF made up 0.28% of Independent Advisor Alliance's portfolio in Q1 2026, its #70 holding.
Independent Advisor Alliance first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.