Triad Wealth Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Triad Wealth Partners’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	$447K	Sell	8,880 -590	-6%	-$28.8K	0.03%	344
2026 Q1	$438K	Sell	9,470 -636	-6%	-$30.1K	0.03%	304
2025 Q4	$459K	Sell	10,106 -31	-0.3%	-$1.39K	0.04%	285
2025 Q3	$448K	Sell	10,137 -1,991	-16%	-$85.9K	0.06%	221
2025 Q2	$524K	Sell	12,128 -5,383	-31%	-$223K	0.11%	146
2025 Q1	$695K	Sell	17,511 -18,550	-51%	-$731K	0.22%	80
2024 Q4	$1.34M	Sell	36,061 -75,305	-68%	-$2.95M	0.48%	42
2024 Q3	$4.62M	Sell	111,366 -42,890	-28%	-$1.71M	2.46%	15
2024 Q2	$6.02M	Buy	154,256 +23,829	+18%	+$934K	3.16%	9
2024 Q1	$5.17M	Buy	+130,427	New	+$4.97M	3.97%	8

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

Triad Wealth Partners's IQLT Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 6.2% in Q2 2026, selling an estimated $28.8K and leaving 8,880 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #344.

Triad Wealth Partners first reported a position in IQLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.02M in Q2 2024. 639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Triad Wealth Partners held 8,880 shares of iShares MSCI Intl Quality Factor ETF worth $447K as of Q2 2026.
Triad Wealth Partners sold 590 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $28.8K.
iShares MSCI Intl Quality Factor ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #344 holding.
Triad Wealth Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's iShares MSCI Intl Quality Factor ETF position peaked at $6.02M in Q2 2024.
639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.