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

Planning Strategies’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	$10.3M	Buy	+206,966	New	+$10.1M	6.4%	4

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Planning Strategies's IQLT Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2026: 206,966 shares worth $10.3M. The stake represents 6.4% of the portfolio and ranks #4 among its holdings.

623 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Planning Strategies held 206,966 shares of iShares MSCI Intl Quality Factor ETF worth $10.3M as of Q2 2026.
iShares MSCI Intl Quality Factor ETF was a new Planning Strategies position in Q2 2026.
iShares MSCI Intl Quality Factor ETF made up 6.4% of Planning Strategies's portfolio in Q2 2026, its #4 holding.
623 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.