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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
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 $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

My Personal CFO LLC's IQLT Position: Q1 2026 in Review

My Personal CFO LLC reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.2% in Q1 2026, selling an estimated $34.2K and leaving 57,749 shares worth $2.67M. The position accounts for 1.17% of the portfolio, ranked #21.

My Personal CFO LLC first reported a position in IQLT in Q4 2021 and has held it in 17 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • My Personal CFO LLC held 57,749 shares of iShares MSCI Intl Quality Factor ETF worth $2.67M as of Q1 2026.
  • My Personal CFO LLC sold 723 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $34.2K.
  • iShares MSCI Intl Quality Factor ETF made up 1.17% of My Personal CFO LLC's portfolio in Q1 2026, its #21 holding.
  • My Personal CFO LLC first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and has held it in 17 quarters since.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.