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 Q2	$304K	Sell	6,131 -9,365	-60%	-$458K	0.01%	973
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 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 22.9% 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

Mount Yale Investment Advisors's IQLT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 60% in Q2 2026, selling an estimated $458K and leaving 6,131 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #973.

Mount Yale Investment Advisors first reported a position in IQLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.62M in Q4 2025. 647 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Mount Yale Investment Advisors held 6,131 shares of iShares MSCI Intl Quality Factor ETF worth $304K as of Q2 2026.
Mount Yale Investment Advisors sold 9,365 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $458K.
iShares MSCI Intl Quality Factor ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #973 holding.
Mount Yale Investment Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $8.62M in Q4 2025.
647 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.