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

Tobias 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 		$52.6M Buy
1,061,444
+33,528
+3% +$1.64M 6.68% 2
2026
Q1 		$47.5M Sell
1,027,916
-13,075
-1% -$619K 6.62% 2
2025
Q4 		$47.3M Buy
1,040,991
+87,531
+9% +$3.92M 6.68% 2
2025
Q3 		$42.1M Buy
953,460
+49,752
+6% +$2.15M 6.4% 2
2025
Q2 		$39.1M Buy
903,708
+44,708
+5% +$1.86M 6.69% 2
2025
Q1 		$34.1M Buy
859,000
+30,807
+4% +$1.21M 6.62% 3
2024
Q4 		$30.7M Buy
828,193
+882
+0.1% +$34.5K 6.18% 4
2024
Q3 		$34.3M Buy
827,311
+14,329
+2% +$571K 6.88% 4
2024
Q2 		$31.7M Buy
812,982
+38,726
+5% +$1.52M 6.85% 3
2024
Q1 		$30.7M Buy
774,256
+20,568
+3% +$785K 6.96% 2
2023
Q4 		$28.3M Buy
753,688
+24,823
+3% +$866K 6.89% 3
2023
Q3 		$24.5M Buy
728,865
+196,611
+37% +$6.9M 6.43% 2
2023
Q2 		$18.9M Buy
532,254
+6,461
+1% +$230K 5.11% 4
2023
Q1 		$18.6M Sell
525,793
-7,973
-1% -$274K 5.45% 4
2022
Q4 		$17.3M Buy
533,766
+29,257
+6% +$909K 5.68% 3
2022
Q3 		$14M Buy
504,509
+115,965
+30% +$3.59M 4.94% 7
2022
Q2 		$12M Sell
388,544
-13,978
-3% -$470K 4.04% 6
2022
Q1 		$14.8M Buy
+402,522
New +$14.9M 5.12% 5
2021
Q4 		– Sell
-387,162
Closed -$14.7M – 88
2021
Q3 		$14.7M Buy
387,162
+45,513
+13% +$1.8M 5.48% 5
2021
Q2 		$13.2M Buy
341,649
+15,780
+5% +$609K 5.22% 5
2021
Q1 		$11.9M Buy
325,869
+9,595
+3% +$348K 5.04% 5
2020
Q4 		$11.3M Buy
316,274
+26,404
+9% +$883K 5.16% 4
2020
Q3 		$9.08M Buy
289,870
+13,377
+5% +$417K 4.98% 5
2020
Q2 		$8.13M Buy
276,493
+225,942
+447% +$6.32M 4.78% 5
2020
Q1 		$1.31M Buy
+50,551
New +$1.51M 0.94% 21

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

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

Tobias Financial Advisors increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 3.3% in Q2 2026, buying an estimated $1.64M and bringing the position to 1,061,444 shares worth $52.6M. The position accounts for 6.68% of the portfolio, ranked #2.

Tobias Financial Advisors first reported a position in IQLT in Q1 2020 and has held it in 25 quarters since. 639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Tobias Financial Advisors held 1,061,444 shares of iShares MSCI Intl Quality Factor ETF worth $52.6M as of Q2 2026.
  • Tobias Financial Advisors bought 33,528 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $1.64M.
  • iShares MSCI Intl Quality Factor ETF made up 6.68% of Tobias Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Tobias Financial Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • 639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.