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

Mount Yale 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 		$716K Sell
15,496
-174,113
-92% -$8.24M 0.02% 602
2025
Q4 		$8.62M Buy
189,609
+59,048
+45% +$2.65M 0.41% 52
2025
Q3 		$5.77M Buy
+130,561
New +$5.63M 0.4% 49

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's IQLT Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 92% in Q1 2026, selling an estimated $8.24M and leaving 15,496 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #602.

Mount Yale Investment Advisors first reported a position in IQLT in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.62M in Q4 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Mount Yale Investment Advisors held 15,496 shares of iShares MSCI Intl Quality Factor ETF worth $716K as of Q1 2026.
  • Mount Yale Investment Advisors sold 174,113 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $8.24M.
  • iShares MSCI Intl Quality Factor ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #602 holding.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $8.62M in Q4 2025.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.