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My Personal CFO LLC’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

My Personal CFO LLC’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 		$2.76M Sell
55,612
-2,137
-4% -$104K 1.08% 24
2026
Q1 		$2.67M Sell
57,749
-723
-1% -$34.2K 1.17% 21
2025
Q4 		$2.66M Buy
+58,472
New +$2.62M 1.11% 25
2025
Q3 		– Sell
-59,711
Closed -$2.58M – 128
2025
Q2 		$2.58M Buy
59,711
+4,511
+8% +$187K 1.17% 23
2025
Q1 		$2.19M Hold
55,200
– – 1.1% 25
2024
Q4 		$2.05M Buy
55,200
+9,272
+20% +$363K 1.05% 28
2024
Q3 		$1.91M Buy
45,928
+118
+0.3% +$4.7K 1.04% 30
2024
Q2 		$1.79M Buy
45,810
+7,871
+21% +$308K 0.96% 28
2024
Q1 		$1.5M Sell
37,939
-500
-1% -$19.1K 0.87% 33
2023
Q4 		$1.44M Buy
38,439
+10,622
+38% +$371K 0.94% 28
2023
Q3 		$935K Hold
27,817
– – 0.76% 36
2023
Q2 		$990K Buy
27,817
+12
+0% +$428 0.78% 34
2023
Q1 		$982K Buy
27,805
+25,805
+1,290% +$886K 0.84% 32
2022
Q4 		$577K Buy
2,000
+3
+0.2% +$93 0.53% 40
2022
Q3 		$220K Sell
1,997
-23,960
-92% -$741K 0.33% 55
2022
Q2 		$803K Buy
25,957
+20
+0.1% +$672 1.03% 25
2022
Q1 		$956K Sell
25,937
-9,000
-26% -$333K 0.99% 25
2021
Q4 		$1.38M Buy
+34,937
New +$1.37M 1.2% 21

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

My Personal CFO LLC's IQLT Position: Q2 2026 in Review

My Personal CFO LLC reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 3.7% in Q2 2026, selling an estimated $104K and leaving 55,612 shares worth $2.76M. The position accounts for 1.08% of the portfolio, ranked #24.

My Personal CFO LLC first reported a position in IQLT in Q4 2021 and has held it in 18 quarters since. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • My Personal CFO LLC held 55,612 shares of iShares MSCI Intl Quality Factor ETF worth $2.76M as of Q2 2026.
  • My Personal CFO LLC sold 2,137 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $104K.
  • iShares MSCI Intl Quality Factor ETF made up 1.08% of My Personal CFO LLC's portfolio in Q2 2026, its #24 holding.
  • My Personal CFO LLC first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.