SWA
IQLT icon

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

Sax 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
2026
Q2 		$1.87M Buy
40,553
+789
+2% +$38.6K 0.08% 156
2026
Q1 		$1.81M Sell
39,764
-160
-0.4% -$7.57K 0.09% 129
2025
Q4 		$1.81M Sell
39,924
-4,289
-10% -$192K 0.09% 131
2025
Q3 		$1.95M Sell
44,213
-7,498
-14% -$324K 0.11% 110
2025
Q2 		$2.23M Sell
51,711
-5,016
-9% -$208K 0.13% 94
2025
Q1 		$2.25M Sell
56,727
-5,267
-8% -$208K 0.16% 84
2024
Q4 		$2.3M Sell
61,994
-11,567
-16% -$453K 0.18% 68
2024
Q3 		$3.05M Sell
73,561
-693
-0.9% -$27.6K 0.27% 46
2024
Q2 		$2.9M Sell
74,254
-3,307
-4% -$130K 0.28% 52
2024
Q1 		$3.08M Sell
77,561
-13,971
-15% -$533K 0.36% 34
2023
Q4 		$3.44M Sell
91,532
-7,798
-8% -$272K 0.56% 34
2023
Q3 		$3.34M Buy
99,330
+2,698
+3% +$94.7K 0.66% 32
2023
Q2 		$3.44M Buy
96,632
+1,581
+2% +$56.4K 0.69% 33
2023
Q1 		$3.36M Buy
95,051
+267
+0.3% +$9.17K 0.73% 30
2022
Q4 		$3.07M Sell
94,784
-15,825
-14% -$492K 0.71% 28
2022
Q3 		$3.07M Sell
110,609
-1,812
-2% -$56K 0.79% 26
2022
Q2 		$3.48M Sell
112,421
-17,750
-14% -$596K 0.88% 23
2022
Q1 		$4.8M Sell
130,171
-8,534
-6% -$316K 1.16% 22
2021
Q4 		$5.46M Buy
138,705
+13,479
+11% +$528K 1.14% 21
2021
Q3 		$4.74M Buy
125,226
+4,787
+4% +$189K 1.13% 20
2021
Q2 		$4.64M Buy
120,439
+19,893
+20% +$768K 1.59% 16
2021
Q1 		$3.66M Buy
100,546
+23,432
+30% +$849K 1.34% 22
2020
Q4 		$2.75M Buy
+77,114
New +$2.58M 1.26% 22

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sax Wealth Advisors's IQLT Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 2% in Q2 2026, buying an estimated $38.6K and bringing the position to 40,553 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #156.

Sax Wealth Advisors first reported a position in IQLT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.46M in Q4 2021. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Sax Wealth Advisors held 40,553 shares of iShares MSCI Intl Quality Factor ETF worth $1.87M as of Q2 2026.
  • Sax Wealth Advisors bought 789 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $38.6K.
  • iShares MSCI Intl Quality Factor ETF made up 0.08% of Sax Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • Sax Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $5.46M in Q4 2021.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.