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

Personal CFO Solutions’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	$7.27M	Buy	157,306 +36,755	+30%	+$1.74M	1.02%	18
2025 Q4	$5.48M	Buy	120,551 +4,921	+4%	+$221K	0.87%	17
2025 Q3	$5.11M	Buy	115,630 +14,784	+15%	+$638K	0.9%	15
2025 Q2	$4.36M	Buy	100,846 +6,544	+7%	+$272K	0.81%	16
2025 Q1	$3.74M	Sell	94,302 -32,392	-26%	-$1.28M	0.76%	18
2024 Q4	$4.7M	Buy	126,694 +16,242	+15%	+$635K	0.93%	15
2024 Q3	$4.58M	Buy	110,452 +25,805	+30%	+$1.03M	0.64%	30
2024 Q2	$3.31M	Buy	84,647 +5,776	+7%	+$226K	0.51%	42
2024 Q1	$3.13M	Buy	78,871 +17,876	+29%	+$682K	0.49%	40
2023 Q4	$2.29M	Buy	60,995 +5,077	+9%	+$177K	0.4%	48
2023 Q3	$1.88M	Buy	55,918 +20,079	+56%	+$704K	0.37%	60
2023 Q2	$1.28M	Buy	35,839 +26,503	+284%	+$945K	0.26%	76
2023 Q1	$330K	Buy	+9,336	New	+$321K	0.07%	282

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Personal CFO Solutions's IQLT Position: Q1 2026 in Review

Personal CFO Solutions increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 30% in Q1 2026, buying an estimated $1.74M and bringing the position to 157,306 shares worth $7.27M. The position accounts for 1.02% of the portfolio, ranked #18.

Personal CFO Solutions first reported a position in IQLT in Q1 2023 and has held it in 13 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Personal CFO Solutions held 157,306 shares of iShares MSCI Intl Quality Factor ETF worth $7.27M as of Q1 2026.
Personal CFO Solutions bought 36,755 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $1.74M.
iShares MSCI Intl Quality Factor ETF made up 1.02% of Personal CFO Solutions's portfolio in Q1 2026, its #18 holding.
Personal CFO Solutions first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.