Milestone Investment Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Milestone Investment Advisors’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	$3.51M	Sell	76,025 -4,938	-6%	-$234K	0.85%	34
2025 Q4	$3.68M	Buy	80,963 +1,235	+2%	+$55.4K	0.89%	33
2025 Q3	$3.52M	Sell	79,728 -9,125	-10%	-$394K	0.88%	34
2025 Q2	$3.84M	Buy	88,853 +527	+0.6%	+$21.9K	1%	31
2025 Q1	$3.51M	Sell	88,326 -34,558	-28%	-$1.36M	0.97%	31
2024 Q4	$4.56M	Sell	122,884 -9,476	-7%	-$371K	1.24%	25
2024 Q3	$5.49M	Sell	132,360 -220	-0.2%	-$8.76K	1.54%	19
2024 Q2	$5.18M	Sell	132,580 -18,463	-12%	-$724K	1.38%	21
2024 Q1	$5.99M	Sell	151,043 -3,249	-2%	-$124K	1.62%	18
2023 Q4	$5.8M	Sell	154,292 -9,743	-6%	-$340K	1.68%	19
2023 Q3	$5.51M	Buy	164,035 +14,343	+10%	+$503K	1.57%	20
2023 Q2	$5.33M	Buy	149,692 +40,385	+37%	+$1.44M	1.65%	18
2023 Q1	$3.86M	Buy	109,307 +73,334	+204%	+$2.52M	1.19%	21
2022 Q4	$1.17M	Buy	+35,973	New	+$1.12M	0.41%	37

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

Milestone Investment Advisors's IQLT Position: Q1 2026 in Review

Milestone Investment Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 6.1% in Q1 2026, selling an estimated $234K and leaving 76,025 shares worth $3.51M. The position accounts for 0.85% of the portfolio, ranked #34.

Milestone Investment Advisors first reported a position in IQLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.99M in Q1 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Milestone Investment Advisors held 76,025 shares of iShares MSCI Intl Quality Factor ETF worth $3.51M as of Q1 2026.
Milestone Investment Advisors sold 4,938 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $234K.
iShares MSCI Intl Quality Factor ETF made up 0.85% of Milestone Investment Advisors's portfolio in Q1 2026, its #34 holding.
Milestone Investment Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2022 and has held it in 14 quarters since.
Milestone Investment Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $5.99M in Q1 2024.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.