OFA
IQLT icon

Oak Family Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Oak Family 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 		$5.73M Sell
115,586
-9,848
-8% -$481K 1.46% 24
2026
Q1 		$5.8M Sell
125,434
-596
-0.5% -$28.2K 1.63% 25
2025
Q4 		$5.73M Buy
126,030
+11,327
+10% +$508K 1.57% 23
2025
Q3 		$5.07M Buy
114,703
+2,817
+3% +$122K 1.27% 27
2025
Q2 		$4.84M Sell
111,886
-116,176
-51% -$4.82M 1.52% 26
2025
Q1 		$9.05M Buy
228,062
+70,977
+45% +$2.8M 3.05% 8
2024
Q4 		$5.83M Sell
157,085
-39,609
-20% -$1.55M 2.11% 17
2024
Q3 		$8.16M Buy
196,694
+55,888
+40% +$2.23M 2.51% 8
2024
Q2 		$5.5M Buy
140,806
+18,723
+15% +$734K 1.88% 14
2024
Q1 		$4.84M Buy
122,083
+7,036
+6% +$268K 1.86% 19
2023
Q4 		$4.32M Sell
115,047
-75,506
-40% -$2.63M 1.82% 21
2023
Q3 		$6.4M Buy
190,553
+15,377
+9% +$539K 3.03% 8
2023
Q2 		$6.24M Buy
175,176
+10,807
+7% +$385K 2.95% 8
2023
Q1 		$5.8M Sell
164,369
-824
-0.5% -$28.3K 2.86% 9
2022
Q4 		$5.35M Buy
+165,193
New +$5.13M 2.86% 7
2022
Q2 		– Sell
-31,032
Closed -$1.14M – 140
2022
Q1 		$1.14M Buy
31,032
+18,238
+143% +$675K 0.45% 47
2021
Q4 		$504K Buy
12,794
+1,500
+13% +$58.8K 0.19% 79
2021
Q3 		$428K Sell
11,294
-147
-1% -$5.81K 0.16% 84
2021
Q2 		$441K Buy
11,441
+797
+7% +$30.8K 0.18% 70
2021
Q1 		$388K Sell
10,644
-1,253
-11% -$45.4K 0.17% 70
2020
Q4 		$424K Buy
+11,897
New +$398K 0.22% 65

Other funds holding IQLT

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Oak Family Advisors's IQLT Position: Q2 2026 in Review

Oak Family Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 7.9% in Q2 2026, selling an estimated $481K and leaving 115,586 shares worth $5.73M. The position accounts for 1.46% of the portfolio, ranked #24.

Oak Family Advisors first reported a position in IQLT in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.05M in Q1 2025. 136 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Oak Family Advisors held 115,586 shares of iShares MSCI Intl Quality Factor ETF worth $5.73M as of Q2 2026.
  • Oak Family Advisors sold 9,848 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $481K.
  • iShares MSCI Intl Quality Factor ETF made up 1.46% of Oak Family Advisors's portfolio in Q2 2026, its #24 holding.
  • Oak Family Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 21 quarters since.
  • Oak Family Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $9.05M in Q1 2025.
  • 136 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.