Sequoia Financial Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Sequoia Financial 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	$10.9M	Sell	220,256 -7,986	-3%	-$390K	0.05%	209
2026 Q1	$10.6M	Sell	228,242 -7,327	-3%	-$347K	0.06%	200
2025 Q4	$10.7M	Sell	235,569 -7,816	-3%	-$350K	0.06%	197
2025 Q3	$10.8M	Sell	243,385 -13,421	-5%	-$579K	0.07%	188
2025 Q2	$11.1M	Sell	256,806 -44,760	-15%	-$1.86M	0.08%	179
2025 Q1	$12M	Buy	301,566 +128,478	+74%	+$5.06M	0.09%	172
2024 Q4	$6.43M	Buy	+173,088	New	+$6.77M	0.06%	227
2024 Q3	–	Sell	-6,581	Closed	-$257K	–	1329
2024 Q2	$257K	Hold	6,581	–	–	﹤0.01%	961
2024 Q1	$261K	Sell	6,581 -298	-4%	-$11.4K	﹤0.01%	926
2023 Q4	$258K	Buy	+6,879	New	+$240K	﹤0.01%	990

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sequoia Financial Advisors's IQLT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 3.5% in Q2 2026, selling an estimated $390K and leaving 220,256 shares worth $10.9M. The position accounts for 0.05% of the portfolio, ranked #209.

Sequoia Financial Advisors first reported a position in IQLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $12M in Q1 2025. 639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Sequoia Financial Advisors held 220,256 shares of iShares MSCI Intl Quality Factor ETF worth $10.9M as of Q2 2026.
Sequoia Financial Advisors sold 7,986 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $390K.
iShares MSCI Intl Quality Factor ETF made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #209 holding.
Sequoia Financial Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
Sequoia Financial Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $12M in Q1 2025.
639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.