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Palo Alto Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Palo Alto Wealth 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
2025
Q3 		$4.42M Buy
97,842
+2,488
+3% +$107K 1.29% 16
2025
Q2 		$4.12M Buy
95,354
+1,553
+2% +$64.4K 1.56% 15
2025
Q1 		$3.94M Buy
93,801
+3,608
+4% +$142K 1.54% 15
2024
Q4 		$3.35M Buy
90,193
+29,560
+49% +$1.16M 1.17% 14
2024
Q3 		$2.43M Buy
60,633
+600
+1% +$23.9K 1.01% 15
2024
Q2 		$2.34M Buy
60,033
+2,011
+3% +$78.8K 1.62% 13
2024
Q1 		$2.3M Sell
58,022
-6,566
-10% -$250K 1.62% 13
2023
Q4 		$2.43M Sell
64,588
-12
-0% -$419 1.83% 12
2023
Q3 		$2.17M Sell
64,600
-3,230
-5% -$113K 1.81% 13
2023
Q2 		$2.41M Sell
67,830
-6,120
-8% -$218K 1.93% 13
2023
Q1 		$2.61M Sell
73,950
-3,648
-5% -$125K 2.09% 14
2022
Q4 		$2.51M Buy
+77,598
New +$2.41M 2.14% 15

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Palo Alto Wealth Advisors's IQLT Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 2.6% in Q3 2025, buying an estimated $107K and bringing the position to 97,842 shares worth $4.42M. The position accounts for 1.29% of the portfolio, ranked #16.

Palo Alto Wealth Advisors first reported a position in IQLT in Q4 2022 and has held it in 12 quarters since. 572 funds tracked by Wall St. Rank hold IQLT as of Q3 2025.

  • Palo Alto Wealth Advisors held 97,842 shares of iShares MSCI Intl Quality Factor ETF worth $4.42M as of Q3 2025.
  • Palo Alto Wealth Advisors bought 2,488 iShares MSCI Intl Quality Factor ETF shares in Q3 2025, an estimated $107K.
  • iShares MSCI Intl Quality Factor ETF made up 1.29% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #16 holding.
  • Palo Alto Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2022 and has held it in 12 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.