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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
Q2 		$3.7M Sell
74,692
-1,333
-2% -$65.1K 0.8% 34
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Milestone Investment Advisors's IQLT Position: Q2 2026 in Review

Milestone Investment Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.8% in Q2 2026, selling an estimated $65.1K and leaving 74,692 shares worth $3.7M. The position accounts for 0.8% of the portfolio, ranked #34.

Milestone Investment Advisors first reported a position in IQLT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.99M in Q1 2024. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Milestone Investment Advisors held 74,692 shares of iShares MSCI Intl Quality Factor ETF worth $3.7M as of Q2 2026.
  • Milestone Investment Advisors sold 1,333 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $65.1K.
  • iShares MSCI Intl Quality Factor ETF made up 0.8% of Milestone Investment Advisors's portfolio in Q2 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 15 quarters since.
  • Milestone Investment Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $5.99M in Q1 2024.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.