Mosaic Financial Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Mosaic Financial 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	$367K	Buy	7,412 +79	+1%	+$3.86K	0.23%	88
2026 Q1	$339K	Hold	7,333	–	–	0.24%	86
2025 Q4	$333K	Buy	7,333 +51	+0.7%	+$2.29K	0.23%	91
2025 Q3	$322K	Hold	7,282	–	–	0.23%	90
2025 Q2	$315K	Buy	7,282 +73	+1%	+$3.03K	0.24%	86
2025 Q1	$286K	Hold	7,209	–	–	0.23%	91
2024 Q4	$268K	Buy	7,209 +59	+0.8%	+$2.31K	0.19%	98
2024 Q3	$297K	Hold	7,150	–	–	0.21%	87
2024 Q2	$279K	Buy	7,150 +80	+1%	+$3.13K	0.2%	91
2024 Q1	$280K	Buy	+7,070	New	+$270K	0.22%	92

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

Mosaic Financial Group's IQLT Position: Q2 2026 in Review

Mosaic Financial Group increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.1% in Q2 2026, buying an estimated $3.86K and bringing the position to 7,412 shares worth $367K. The position accounts for 0.23% of the portfolio, ranked #88.

Mosaic Financial Group first reported a position in IQLT in Q1 2024 and has held it in 10 quarters since. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Mosaic Financial Group held 7,412 shares of iShares MSCI Intl Quality Factor ETF worth $367K as of Q2 2026.
Mosaic Financial Group bought 79 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $3.86K.
iShares MSCI Intl Quality Factor ETF made up 0.23% of Mosaic Financial Group's portfolio in Q2 2026, its #88 holding.
Mosaic Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.