LWM Advisory Services’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

LWM Advisory Services’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	$321K	Buy	+6,486	New	+$317K	0.57%	59

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 22.96% 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

LWM Advisory Services's IQLT Position: Q2 2026 in Review

LWM Advisory Services opened a new position in iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2026: 6,486 shares worth $321K. The stake represents 0.57% of the portfolio and ranks #59 among its holdings.

639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

LWM Advisory Services held 6,486 shares of iShares MSCI Intl Quality Factor ETF worth $321K as of Q2 2026.
iShares MSCI Intl Quality Factor ETF was a new LWM Advisory Services position in Q2 2026.
iShares MSCI Intl Quality Factor ETF made up 0.57% of LWM Advisory Services's portfolio in Q2 2026, its #59 holding.
639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.