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PDS Planning’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

PDS Planning’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
Q2 		– Sell
-9,912
Closed -$393K – 526
2025
Q1 		$393K Buy
+9,912
New +$391K 0.03% 259

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

PDS Planning's IQLT Position: Q2 2025 in Review

PDS Planning sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2025, closing a stake of 9,912 shares — an estimated $393K sold.

PDS Planning first reported a position in IQLT in Q1 2025 and held it in 1 quarter. The position peaked at $393K in Q1 2025. 566 funds tracked by Wall St. Rank hold IQLT as of Q2 2025.

  • PDS Planning reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • PDS Planning sold 9,912 iShares MSCI Intl Quality Factor ETF shares in Q2 2025, an estimated $393K.
  • PDS Planning first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2025 and held it in 1 quarter.
  • PDS Planning's iShares MSCI Intl Quality Factor ETF position peaked at $393K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2025.

Based on PDS Planning's 13F filing for Q2 2025, filed 24 Jul 2025.