Journey Advisory Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Journey Advisory 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
2026 Q2	$652K	Sell	13,163 -696	-5%	-$34K	0.05%	182
2026 Q1	$641K	Sell	13,859 -80,598	-85%	-$3.81M	0.05%	173
2025 Q4	$4.29M	Sell	94,457 -13,062	-12%	-$585K	0.36%	86
2025 Q3	$4.75M	Sell	107,519 -790	-0.7%	-$34.1K	0.35%	74
2025 Q2	$4.68M	Sell	108,309 -4,107	-4%	-$170K	0.36%	67
2025 Q1	$4.46M	Sell	112,416 -9,289	-8%	-$366K	0.37%	68
2024 Q4	$4.75M	Hold	121,705	–	–	0.57%	53
2024 Q3	$4.75M	Hold	121,705	–	–	0.57%	53
2024 Q2	$4.75M	Buy	121,705 +5,200	+4%	+$204K	0.57%	51
2024 Q1	$4.62M	Buy	116,505 +83	+0.1%	+$3.17K	0.57%	48
2023 Q4	$4.37M	Buy	116,422 +4,263	+4%	+$149K	0.59%	49
2023 Q3	$3.77M	Buy	112,159 +4,638	+4%	+$163K	0.56%	53
2023 Q2	$3.83M	Buy	107,521 +9,936	+10%	+$354K	0.57%	55
2023 Q1	$3.44M	Buy	+97,585	New	+$3.35M	0.54%	56

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EWM

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Journey Advisory Group's IQLT Position: Q2 2026 in Review

Journey Advisory Group reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 5% in Q2 2026, selling an estimated $34K and leaving 13,163 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #182.

Journey Advisory Group first reported a position in IQLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.75M in Q4 2024. 481 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Journey Advisory Group held 13,163 shares of iShares MSCI Intl Quality Factor ETF worth $652K as of Q2 2026.
Journey Advisory Group sold 696 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $34K.
iShares MSCI Intl Quality Factor ETF made up 0.05% of Journey Advisory Group's portfolio in Q2 2026, its #182 holding.
Journey Advisory Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
Journey Advisory Group's iShares MSCI Intl Quality Factor ETF position peaked at $4.75M in Q4 2024.
481 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.